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Rikoon Group’s Merck MRK Stock Holding History

Rikoon 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
2021
Q1 		$2.88M Buy
38,792
+53
+0.1% +$3.91K 0.77% 33
2020
Q4 		$3.05M Sell
38,739
-324
-0.8% -$24.8K 0.85% 29
2020
Q3 		$3.12M Sell
39,063
-259
-0.7% -$20.3K 0.96% 26
2020
Q2 		$2.92M Buy
39,322
+5,873
+18% +$442K 0.98% 24
2020
Q1 		$2.48M Sell
33,449
-524
-2% -$41.2K 1.03% 25
2019
Q4 		$2.97M Hold
33,973
– – 1.02% 26
2019
Q3 		$2.75M Hold
33,973
– – 1.02% 25
2019
Q2 		$2.74M Sell
33,973
-49
-0.1% -$3.75K 1.02% 26
2019
Q1 		$2.72M Sell
34,022
-151
-0.4% -$11.3K 1.01% 25
2018
Q4 		$2.49M Sell
34,173
-122
-0.4% -$8.61K 1.03% 22
2018
Q3 		$2.32M Buy
34,295
+65
+0.2% +$4.14K 0.82% 34
2018
Q2 		$2M Buy
34,230
+129
+0.4% +$7.28K 0.76% 35
2018
Q1 		$1.75M Buy
34,101
+4,010
+13% +$217K 0.71% 39
2017
Q4 		$1.63M Sell
30,091
-36
-0.1% -$2K 0.67% 37
2017
Q3 		$1.85M Buy
30,127
+174
+0.6% +$10.5K 0.8% 35
2017
Q2 		$1.84M Hold
29,953
– – 0.82% 37
2017
Q1 		$1.78M Sell
29,953
-287
-0.9% -$17.4K 0.79% 40
2016
Q4 		$1.85M Buy
30,240
+8,290
+38% +$485K 0.81% 39
2016
Q3 		$1.31M Buy
+21,950
New +$1.28M 1.03% 35

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Rikoon Group's MRK Position: Q1 2021 in Review

Rikoon Group increased its Merck (MRK) stake by 0.14% in Q1 2021, buying an estimated $3.91K and bringing the position to 38,792 shares worth $2.88M. The position accounts for 0.77% of the portfolio, ranked #33.

Rikoon Group first reported a position in MRK in Q3 2016 and has held it in 19 quarters since. The position peaked at $3.12M in Q3 2020. 2,687 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

  • Rikoon Group held 38,792 shares of Merck worth $2.88M as of Q1 2021.
  • Rikoon Group bought 53 Merck shares in Q1 2021, an estimated $3.91K.
  • Merck made up 0.77% of Rikoon Group's portfolio in Q1 2021, its #33 holding.
  • Rikoon Group first reported a position in Merck in Q3 2016 and has held it in 19 quarters since.
  • Rikoon Group's Merck position peaked at $3.12M in Q3 2020.
  • 2,687 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.