Private Vista’s Merck MRK Stock Holding History

Private Vista’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 Q2	$356K	Sell	4,832 -3,727	-44%	-$281K	0.17%	79
2020 Q1	$628K	Buy	8,559 +274	+3%	+$21.5K	0.24%	62
2019 Q4	$720K	Sell	8,285 -34	-0.4%	-$2.79K	0.19%	54
2019 Q3	$668K	Buy	8,319 +262	+3%	+$21K	0.18%	63
2019 Q2	$644K	Sell	8,057 -399	-5%	-$30.6K	0.16%	70
2019 Q1	$668K	Buy	8,456 +93	+1%	+$6.96K	0.16%	74
2018 Q4	$610K	Sell	8,363 -22	-0.3%	-$1.55K	0.14%	73
2018 Q3	$568K	Sell	8,385 -4	-0%	-$255	0.12%	78
2018 Q2	$486K	Sell	8,389 -1,494	-15%	-$84.3K	0.11%	87
2018 Q1	$514K	Buy	+9,883	New	+$534K	0.15%	70

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Private Vista's MRK Position: Q2 2020 in Review

Private Vista reduced its Merck (MRK) stake by 44% in Q2 2020, selling an estimated $281K and leaving 4,832 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #79.

Private Vista first reported a position in MRK in Q1 2018 and has held it in 10 quarters since. The position peaked at $720K in Q4 2019. 2,496 funds tracked by Wall St. Rank hold MRK as of Q2 2020.

Private Vista held 4,832 shares of Merck worth $356K as of Q2 2020.
Private Vista sold 3,727 Merck shares in Q2 2020, an estimated $281K.
Merck made up 0.17% of Private Vista's portfolio in Q2 2020, its #79 holding.
Private Vista first reported a position in Merck in Q1 2018 and has held it in 10 quarters since.
Private Vista's Merck position peaked at $720K in Q4 2019.
2,496 funds tracked by Wall St. Rank held Merck as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.