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Sensible Financial Planning & Management’s Merck MRK Stock Holding History

Sensible Financial Planning & 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
2021
Q2 		– Sell
-3,275
Closed -$241K – 45
2021
Q1 		$241K Hold
3,275
– – 0.09% 41
2020
Q4 		$256K Buy
+3,275
New +$250K 0.1% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sensible Financial Planning & Management's MRK Position: Q2 2021 in Review

Sensible Financial Planning & Management sold out of Merck (MRK) in Q2 2021, closing a stake of 3,275 shares — an estimated $241K sold.

Sensible Financial Planning & Management first reported a position in MRK in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q4 2020. 2,674 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Sensible Financial Planning & Management reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 3,275 Merck shares in Q2 2021, an estimated $241K.
  • Sensible Financial Planning & Management first reported a position in Merck in Q4 2020 and held it in 2 quarters.
  • Sensible Financial Planning & Management's Merck position peaked at $256K in Q4 2020.
  • 2,674 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2021, filed 29 Jul 2021.