Shine Investment Advisory Services’s Merck MRK Stock Holding History

Shine Investment Advisory Services’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 Q3	$521K	Hold	6,585	–	–	0.18%	66
2020 Q2	$486K	Buy	6,585 +53	+0.8%	+$3.99K	0.18%	72
2020 Q1	$480K	Hold	6,532	–	–	0.22%	62
2019 Q4	$567K	Buy	6,532 +174	+3%	+$14.3K	0.23%	64
2019 Q3	$511K	Hold	6,358	–	–	0.24%	60
2019 Q2	$509K	Hold	6,358	–	–	0.24%	60
2019 Q1	$505K	Hold	6,358	–	–	0.23%	64
2018 Q4	$464K	Hold	6,358	–	–	0.23%	65
2018 Q3	$430K	Sell	6,358 -112	-2%	-$7.13K	0.23%	62
2018 Q2	$375K	Sell	6,470 -460	-7%	-$26K	0.19%	69
2018 Q1	$360K	Sell	6,930 -72	-1%	-$3.89K	0.19%	71
2017 Q4	$376K	Buy	7,002 +239	+4%	+$13.3K	0.19%	67
2017 Q3	$413K	Buy	6,763 +919	+16%	+$55.7K	0.21%	63
2017 Q2	$357K	Sell	5,844 -104	-2%	-$6.33K	0.18%	66
2017 Q1	$361K	Buy	+5,948	New	+$361K	0.24%	56

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Shine Investment Advisory Services's MRK Position: Q3 2020 in Review

Shine Investment Advisory Services held its Merck (MRK) position steady in Q3 2020 at 6,585 shares worth $521K. The position accounts for 0.18% of the portfolio, ranked #66.

Shine Investment Advisory Services first reported a position in MRK in Q1 2017 and has held it in 15 quarters since. The position peaked at $567K in Q4 2019. 2,559 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

Shine Investment Advisory Services held 6,585 shares of Merck worth $521K as of Q3 2020.
Shine Investment Advisory Services left its Merck share count unchanged in Q3 2020.
Merck made up 0.18% of Shine Investment Advisory Services's portfolio in Q3 2020, its #66 holding.
Shine Investment Advisory Services first reported a position in Merck in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Merck position peaked at $567K in Q4 2019.
2,559 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.