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Newfound Research’s Merck MRK Stock Holding History

Newfound Research’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
2022
Q1 		– Sell
-1,173
Closed -$90K – 141
2021
Q4 		$90K Sell
1,173
-396
-25% -$31.5K 0.11% 102
2021
Q3 		$118K Buy
1,569
+412
+36% +$31.3K 0.19% 19
2021
Q2 		$90K Buy
1,157
+102
+10% +$7.59K 0.18% 33
2021
Q1 		$78K Sell
1,055
-470
-31% -$34.7K 0.18% 50
2020
Q4 		$119K Buy
1,525
+1,197
+365% +$91.5K 0.31% 59
2020
Q3 		$26K Buy
+328
New +$25.7K 0.07% 104

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Newfound Research's MRK Position: Q1 2022 in Review

Newfound Research sold out of Merck (MRK) in Q1 2022, closing a stake of 1,173 shares — an estimated $90K sold.

Newfound Research first reported a position in MRK in Q3 2020 and held it in 6 quarters. The position peaked at $119K in Q4 2020. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Newfound Research reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • Newfound Research sold 1,173 Merck shares in Q1 2022, an estimated $90K.
  • Newfound Research first reported a position in Merck in Q3 2020 and held it in 6 quarters.
  • Newfound Research's Merck position peaked at $119K in Q4 2020.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Newfound Research's 13F filing for Q1 2022, filed 4 May 2022.