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Rowland Carmichael Advisors’s Merck MRK Stock Holding History

Rowland Carmichael Advisors’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
Q1 		– Sell
-2,446
Closed -$212K – 344
2019
Q4 		$212K Buy
+2,446
New +$201K 0.07% 276
2018
Q1 		– Sell
-15,525
Closed -$834K – 323
2017
Q4 		$834K Buy
15,525
+94
+0.6% +$5.21K 0.43% 72
2017
Q3 		$943K Sell
15,431
-439
-3% -$26.6K 0.52% 55
2017
Q2 		$971K Buy
15,870
+718
+5% +$43.7K 0.56% 46
2017
Q1 		$919K Sell
15,152
-2,454
-14% -$149K 0.56% 46
2016
Q4 		$989K Sell
17,606
-275
-2% -$16.1K 0.58% 49
2016
Q3 		$1.06M Buy
17,881
+352
+2% +$20.6K 0.68% 46
2016
Q2 		$964K Buy
17,529
+3,197
+22% +$170K 0.61% 53
2016
Q1 		$724K Buy
+14,332
New +$702K 0.67% 47

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rowland Carmichael Advisors's MRK Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of Merck (MRK) in Q1 2020, closing a stake of 2,446 shares — an estimated $212K sold.

Rowland Carmichael Advisors first reported a position in MRK in Q1 2016 and held it in 9 quarters. The position peaked at $1.06M in Q3 2016. 2,477 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining Merck position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,446 Merck shares in Q1 2020, an estimated $212K.
  • Rowland Carmichael Advisors first reported a position in Merck in Q1 2016 and held it in 9 quarters.
  • Rowland Carmichael Advisors's Merck position peaked at $1.06M in Q3 2016.
  • 2,477 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.