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Planning Solutions Group’s Merck MRK Stock Holding History

Planning Solutions 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
2019
Q2 		$836K Buy
10,454
+1,061
+11% +$81.2K 0.43% 45
2019
Q1 		$746K Buy
9,393
+939
+11% +$70.2K 0.4% 51
2018
Q4 		$616K Buy
+8,454
New +$597K 0.37% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Solutions Group's MRK Position: Q2 2019 in Review

Planning Solutions Group increased its Merck (MRK) stake by 11% in Q2 2019, buying an estimated $81.2K and bringing the position to 10,454 shares worth $836K. The position accounts for 0.43% of the portfolio, ranked #45.

Planning Solutions Group first reported a position in MRK in Q4 2018 and has held it in 3 quarters since. 2,299 funds tracked by Wall St. Rank hold MRK as of Q2 2019.

  • Planning Solutions Group held 10,454 shares of Merck worth $836K as of Q2 2019.
  • Planning Solutions Group bought 1,061 Merck shares in Q2 2019, an estimated $81.2K.
  • Merck made up 0.43% of Planning Solutions Group's portfolio in Q2 2019, its #45 holding.
  • Planning Solutions Group first reported a position in Merck in Q4 2018 and has held it in 3 quarters since.
  • 2,299 funds tracked by Wall St. Rank held Merck as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.