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Palo Capital’s Merck MRK Stock Holding History

Palo Capital’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
2018
Q4 		$309K Sell
4,234
-299
-7% -$21.1K 0.13% 122
2018
Q3 		$307K Hold
4,533
– – 0.11% 133
2018
Q2 		$263K Sell
4,533
-131
-3% -$7.39K 0.1% 156
2018
Q1 		$242K Hold
4,664
– – 0.09% 159
2017
Q4 		$250K Hold
4,664
– – 0.11% 115
2017
Q3 		$285K Hold
4,664
– – 0.15% 113
2017
Q2 		$285K Hold
4,664
– – 0.16% 113
2017
Q1 		$283K Buy
+4,664
New +$283K 0.17% 116

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palo Capital's MRK Position: Q4 2018 in Review

Palo Capital reduced its Merck (MRK) stake by 6.6% in Q4 2018, selling an estimated $21.1K and leaving 4,234 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #122.

Palo Capital first reported a position in MRK in Q1 2017 and has held it in 8 quarters since. 2,251 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

  • Palo Capital held 4,234 shares of Merck worth $309K as of Q4 2018.
  • Palo Capital sold 299 Merck shares in Q4 2018, an estimated $21.1K.
  • Merck made up 0.13% of Palo Capital's portfolio in Q4 2018, its #122 holding.
  • Palo Capital first reported a position in Merck in Q1 2017 and has held it in 8 quarters since.
  • 2,251 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.