Rothschild & Co Wealth Management (UK)’s Merck MRK Stock Holding History

Rothschild & Co Wealth Management (UK)’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 Q3	–	Sell	-3,867	Closed	-$309K	–	55
2019 Q2	$309K	Buy	+3,867	New	+$296K	0.01%	35
2016 Q1	–	Sell	-133	Closed	-$7K	–	56
2015 Q4	$7K	Buy	+133	New	+$6.71K	﹤0.01%	52
2015 Q3	–	Sell	-2,096	Closed	-$114K	–	57
2015 Q2	$114K	Hold	2,096	–	–	0.01%	40
2015 Q1	$115K	Hold	2,096	–	–	0.01%	65
2014 Q4	$114K	Hold	2,096	–	–	0.01%	42
2014 Q3	$119K	Hold	2,096	–	–	0.01%	44
2014 Q2	$116K	Hold	2,096	–	–	0.01%	49
2014 Q1	$114K	Buy	+2,096	New	+$109K	0.01%	46

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s MRK Position: Q3 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of Merck (MRK) in Q3 2019, closing a stake of 3,867 shares — an estimated $309K sold.

Rothschild & Co Wealth Management (UK) first reported a position in MRK in Q1 2014 and held it in 8 quarters. The position peaked at $309K in Q2 2019. 2,305 funds tracked by Wall St. Rank hold MRK as of Q3 2019.

Rothschild & Co Wealth Management (UK) reported no remaining Merck position as of Q3 2019 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 3,867 Merck shares in Q3 2019, an estimated $309K.
Rothschild & Co Wealth Management (UK) first reported a position in Merck in Q1 2014 and held it in 8 quarters.
Rothschild & Co Wealth Management (UK)'s Merck position peaked at $309K in Q2 2019.
2,305 funds tracked by Wall St. Rank held Merck as of Q3 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2019, filed 2 Dec 2019.