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Point View Wealth Management’s Merck MRK Stock Holding History

Point View Wealth 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
Q4 		$2.28M Sell
29,261
-1,116
-4% -$85.4K 0.93% 23
2020
Q3 		$2.4M Sell
30,377
-52
-0.2% -$4.07K 1.14% 13
2020
Q2 		$2.25M Buy
30,429
+286
+0.9% +$21.5K 1.08% 13
2020
Q1 		$2.21M Sell
30,143
-379
-1% -$29.8K 1.21% 12
2019
Q4 		$2.65M Sell
30,522
-687
-2% -$56.4K 1.1% 14
2019
Q3 		$2.51M Sell
31,209
-4,267
-12% -$342K 1.14% 12
2019
Q2 		$2.84M Sell
35,476
-208
-0.6% -$15.9K 1.21% 10
2019
Q1 		$2.83M Sell
35,684
-476
-1% -$35.6K 1.26% 8
2018
Q4 		$2.64M Sell
36,160
-2,522
-7% -$178K 1.33% 7
2018
Q3 		$2.62M Sell
38,682
-121
-0.3% -$7.71K 1.16% 13
2018
Q2 		$2.25M Sell
38,803
-152
-0.4% -$8.57K 1.04% 17
2018
Q1 		$2.02M Sell
38,955
-404
-1% -$21.8K 0.97% 24
2017
Q4 		$2.11M Sell
39,359
-675
-2% -$37.4K 1% 19
2017
Q3 		$2.45M Sell
40,034
-2,230
-5% -$135K 1.17% 12
2017
Q2 		$2.58M Buy
42,264
+2,521
+6% +$153K 1.27% 11
2017
Q1 		$2.41M Buy
39,743
+3,781
+11% +$229K 1.24% 13
2016
Q4 		$2.02M Sell
35,962
-910
-2% -$53.3K 1.16% 15
2016
Q3 		$2.2M Sell
36,872
-529
-1% -$30.9K 1.3% 12
2016
Q2 		$2.06M Sell
37,401
-1,125
-3% -$59.9K 1.25% 12
2016
Q1 		$1.95M Buy
38,526
+1,566
+4% +$76.7K 1.25% 13
2015
Q4 		$1.86M Buy
36,960
+1,868
+5% +$94.2K 1.35% 10
2015
Q3 		$1.65M Buy
35,092
+2,087
+6% +$111K 1.32% 11
2015
Q2 		$1.79M Buy
33,005
+721
+2% +$40.4K 1.39% 10
2015
Q1 		$1.77M Sell
32,284
-231
-0.7% -$13.1K 1.37% 11
2014
Q4 		$1.76M Sell
32,515
-101
-0.3% -$5.63K 1.31% 14
2014
Q3 		$1.84M Sell
32,616
-42
-0.1% -$2.36K 1.57% 7
2014
Q2 		$1.8M Sell
32,658
-645
-2% -$35.2K 1.56% 10
2014
Q1 		$1.8M Hold
33,303
– – 1.64% 8
2013
Q4 		$1.59M Buy
+33,303
New +$1.52M 1.51% 11

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point View Wealth Management's MRK Position: Q4 2020 in Review

Point View Wealth Management reduced its Merck (MRK) stake by 3.7% in Q4 2020, selling an estimated $85.4K and leaving 29,261 shares worth $2.28M. The position accounts for 0.93% of the portfolio, ranked #23.

Point View Wealth Management first reported a position in MRK in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.84M in Q2 2019. 2,709 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • Point View Wealth Management held 29,261 shares of Merck worth $2.28M as of Q4 2020.
  • Point View Wealth Management sold 1,116 Merck shares in Q4 2020, an estimated $85.4K.
  • Merck made up 0.93% of Point View Wealth Management's portfolio in Q4 2020, its #23 holding.
  • Point View Wealth Management first reported a position in Merck in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Merck position peaked at $2.84M in Q2 2019.
  • 2,709 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.