SSWG
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Seven Springs Wealth Group’s Merck MRK Stock Holding History

Seven Springs Wealth 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
Q2 		– Sell
-210
Closed -$15K – 121
2021
Q1 		$15K Sell
210
-42
-17% -$3.1K 0.01% 115
2020
Q4 		$20K Buy
252
+42
+20% +$3.21K 0.01% 100
2020
Q3 		$17K Hold
210
– – 0.01% 100
2020
Q2 		$15K Hold
210
– – 0.01% 105
2020
Q1 		$15K Hold
210
– – 0.01% 100
2019
Q4 		$18K Buy
+210
New +$17.2K 0.01% 132

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

Seven Springs Wealth Group's MRK Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Merck (MRK) in Q2 2021, closing a stake of 210 shares — an estimated $15K sold.

Seven Springs Wealth Group first reported a position in MRK in Q4 2019 and held it in 6 quarters. The position peaked at $20K in Q4 2020. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 210 Merck shares in Q2 2021, an estimated $15K.
  • Seven Springs Wealth Group first reported a position in Merck in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Merck position peaked at $20K in Q4 2020.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.