SHJ
MRK icon

Sharkey, Howes & Javer’s Merck MRK Stock Holding History

Sharkey, Howes & Javer’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
-1,275
Closed -$102K – 127
2019
Q2 		$102K Sell
1,275
-176
-12% -$13.5K 0.05% 84
2019
Q1 		$115K Sell
1,451
-233
-14% -$17.4K 0.05% 76
2018
Q4 		$123K Hold
1,684
– – 0.08% 67
2018
Q3 		$114K Hold
1,684
– – 0.06% 79
2018
Q2 		$98K Hold
1,684
– – 0.05% 76
2018
Q1 		$87K Hold
1,684
– – 0.05% 72
2017
Q4 		$90K Sell
1,684
-558
-25% -$30.9K 0.05% 69
2017
Q3 		$138K Sell
2,242
-174
-7% -$10.5K 0.07% 50
2017
Q2 		$148K Hold
2,416
– – 0.08% 40
2017
Q1 		$146K Sell
2,416
-224
-8% -$13.6K 0.08% 43
2016
Q4 		$148K Sell
2,640
-424
-14% -$24.8K 0.09% 43
2016
Q3 		$182K Hold
3,064
– – 0.11% 38
2016
Q2 		$168K Sell
3,064
-1,782
-37% -$94.8K 0.1% 40
2016
Q1 		$245K Hold
4,846
– – 0.18% 31
2015
Q4 		$244K Sell
4,846
-3,878
-44% -$196K 0.17% 33
2015
Q3 		$434K Buy
8,724
+171
+2% +$9.08K 0.33% 24
2015
Q2 		$465K Hold
8,553
– – 0.35% 13
2015
Q1 		$469K Buy
+8,553
New +$484K 0.3% 25

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return