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NewFocus Financial Group’s Merck MRK Stock Holding History

NewFocus Financial 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
2020
Q4 		$1.72M Buy
22,010
+1,807
+9% +$138K 0.51% 53
2020
Q3 		$1.6M Buy
+20,203
New +$1.58M 0.53% 50

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NewFocus Financial Group's MRK Position: Q4 2020 in Review

NewFocus Financial Group increased its Merck (MRK) stake by 8.9% in Q4 2020, buying an estimated $138K and bringing the position to 22,010 shares worth $1.72M. The position accounts for 0.51% of the portfolio, ranked #53.

NewFocus Financial Group first reported a position in MRK in Q3 2020 and has held it in 2 quarters since. 2,709 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • NewFocus Financial Group held 22,010 shares of Merck worth $1.72M as of Q4 2020.
  • NewFocus Financial Group bought 1,807 Merck shares in Q4 2020, an estimated $138K.
  • Merck made up 0.51% of NewFocus Financial Group's portfolio in Q4 2020, its #53 holding.
  • NewFocus Financial Group first reported a position in Merck in Q3 2020 and has held it in 2 quarters since.
  • 2,709 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.