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ShoreHaven Wealth Partners’s Merck MRK Stock Holding History

ShoreHaven Wealth Partners’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
-649
Closed -$48K – 181
2021
Q1 		$48K Buy
649
+232
+56% +$17.1K 0.03% 118
2020
Q4 		$33K Buy
+417
New +$31.9K 0.02% 131

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ShoreHaven Wealth Partners's MRK Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Merck (MRK) in Q2 2021, closing a stake of 649 shares — an estimated $48K sold.

ShoreHaven Wealth Partners first reported a position in MRK in Q4 2020 and held it in 2 quarters. The position peaked at $48K in Q1 2021. 2,675 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 649 Merck shares in Q2 2021, an estimated $48K.
  • ShoreHaven Wealth Partners first reported a position in Merck in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Merck position peaked at $48K in Q1 2021.
  • 2,675 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.