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Norris Financial Group’s Merck MRK Stock Holding History

Norris 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
Q3 		– Sell
-7,340
Closed -$542K – 80
2020
Q2 		$542K Sell
7,340
-169
-2% -$12.7K 0.51% 43
2020
Q1 		$551K Sell
7,509
-1,151
-13% -$90.5K 0.61% 40
2019
Q4 		$752K Buy
+8,660
New +$711K 0.69% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norris Financial Group's MRK Position: Q3 2020 in Review

Norris Financial Group sold out of Merck (MRK) in Q3 2020, closing a stake of 7,340 shares — an estimated $542K sold.

Norris Financial Group first reported a position in MRK in Q4 2019 and held it in 3 quarters. The position peaked at $752K in Q4 2019. 2,558 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

  • Norris Financial Group reported no remaining Merck position as of Q3 2020 after selling out during the quarter.
  • Norris Financial Group sold 7,340 Merck shares in Q3 2020, an estimated $542K.
  • Norris Financial Group first reported a position in Merck in Q4 2019 and held it in 3 quarters.
  • Norris Financial Group's Merck position peaked at $752K in Q4 2019.
  • 2,558 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Norris Financial Group's 13F filing for Q3 2020, filed 2 Jun 2026.