Palisades Hudson Asset Management’s Merck MRK Stock Holding History

Palisades Hudson Asset 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
2020 Q1	–	Sell	-2,644	Closed	-$229K	–	100
2019 Q4	$229K	Hold	2,644	–	–	0.15%	97
2019 Q3	$212K	Buy	+2,644	New	+$212K	0.15%	94
2019 Q1	–	Sell	-4,005	Closed	-$292K	–	106
2018 Q4	$292K	Hold	4,005	–	–	0.17%	79
2018 Q3	$271K	Hold	4,005	–	–	0.14%	95
2018 Q2	$232K	Hold	4,005	–	–	0.13%	103
2018 Q1	$208K	Hold	4,005	–	–	0.11%	108
2017 Q4	$215K	Hold	4,005	–	–	0.12%	102
2017 Q3	$245K	Hold	4,005	–	–	0.14%	94
2017 Q2	$245K	Hold	4,005	–	–	0.14%	98
2017 Q1	$243K	Sell	4,005 -762	-16%	-$46.2K	0.15%	87
2016 Q4	$268K	Buy	4,767 +413	+9%	+$24.2K	0.16%	78
2016 Q3	$259K	Buy	4,354 +349	+9%	+$20.4K	0.2%	78
2016 Q2	$220K	Hold	4,005	–	–	0.18%	85
2016 Q1	$202K	Hold	4,005	–	–	0.16%	93
2015 Q4	$202K	Buy	+4,005	New	+$202K	0.17%	93
2015 Q3	–	Sell	-4,005	Closed	-$218K	–	91
2015 Q2	$218K	Sell	4,005 -173	-4%	-$9.7K	0.19%	83
2015 Q1	$229K	Hold	4,178	–	–	0.18%	76
2014 Q4	$226K	Hold	4,178	–	–	0.18%	76
2014 Q3	$236K	Hold	4,178	–	–	0.19%	68
2014 Q2	$231K	Hold	4,178	–	–	0.19%	63
2014 Q1	$226K	Buy	+4,178	New	+$216K	0.19%	63

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palisades Hudson Asset Management's MRK Position: Q1 2020 in Review

Palisades Hudson Asset Management sold out of Merck (MRK) in Q1 2020, closing a stake of 2,644 shares — an estimated $229K sold.

Palisades Hudson Asset Management first reported a position in MRK in Q1 2014 and held it in 21 quarters. The position peaked at $292K in Q4 2018. 2,477 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

Palisades Hudson Asset Management reported no remaining Merck position as of Q1 2020 after selling out during the quarter.
Palisades Hudson Asset Management sold 2,644 Merck shares in Q1 2020, an estimated $229K.
Palisades Hudson Asset Management first reported a position in Merck in Q1 2014 and held it in 21 quarters.
Palisades Hudson Asset Management's Merck position peaked at $292K in Q4 2018.
2,477 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2020, filed 7 May 2020.