MilWealth Group’s Merck MRK Stock Holding History

MilWealth Group’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-165	Closed	-$12.8K	–	68
2020 Q4	$12.8K	Hold	165	–	–	0.01%	40
2020 Q3	$13K	Hold	165	–	–	0.01%	39
2020 Q2	$12.1K	Hold	165	–	–	0.01%	42
2020 Q1	$12.1K	Buy	+165	New	+$13K	0.01%	42

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MilWealth Group's MRK Position: Q1 2021 in Review

MilWealth Group sold out of Merck (MRK) in Q1 2021, closing a stake of 165 shares — an estimated $12.8K sold.

MilWealth Group first reported a position in MRK in Q1 2020 and held it in 4 quarters. The position peaked at $13K in Q3 2020. 2,686 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

MilWealth Group reported no remaining Merck position as of Q1 2021 after selling out during the quarter.
MilWealth Group sold 165 Merck shares in Q1 2021, an estimated $12.8K.
MilWealth Group first reported a position in Merck in Q1 2020 and held it in 4 quarters.
MilWealth Group's Merck position peaked at $13K in Q3 2020.
2,686 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on MilWealth Group's 13F filing for Q1 2021, filed 9 May 2023.