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New Vernon Investment Management’s Merck MRK Stock Holding History

New Vernon Investment Management’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
Q4 		– Sell
-4,370
Closed -$328K – 35
2021
Q3 		$328K Hold
4,370
– – 0.56% 33
2021
Q2 		$340K Sell
4,370
-210
-5% -$15.6K 0.57% 34
2021
Q1 		$337K Hold
4,580
– – 0.56% 37
2020
Q4 		$357K Hold
4,580
– – 0.68% 36
2020
Q3 		$362K Buy
+4,580
New +$359K 0.82% 37

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Vernon Investment Management's MRK Position: Q4 2021 in Review

New Vernon Investment Management sold out of Merck (MRK) in Q4 2021, closing a stake of 4,370 shares — an estimated $328K sold.

New Vernon Investment Management first reported a position in MRK in Q3 2020 and held it in 5 quarters. The position peaked at $362K in Q3 2020. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

  • New Vernon Investment Management reported no remaining Merck position as of Q4 2021 after selling out during the quarter.
  • New Vernon Investment Management sold 4,370 Merck shares in Q4 2021, an estimated $328K.
  • New Vernon Investment Management first reported a position in Merck in Q3 2020 and held it in 5 quarters.
  • New Vernon Investment Management's Merck position peaked at $362K in Q3 2020.
  • 2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on New Vernon Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.