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Signature Financial Management’s Merck MRK Stock Holding History

Signature Financial 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
2018
Q4 		$838K Sell
11,484
-21,876
-66% -$1.54M 0.2% 52
2018
Q3 		$2.25M Buy
33,360
+19
+0.1% +$1.21K 0.4% 40
2018
Q2 		$1.93M Buy
33,341
+955
+3% +$53.9K 0.41% 42
2018
Q1 		$1.68M Buy
32,386
+22,443
+226% +$1.21M 0.35% 44
2017
Q4 		$535K Sell
9,943
-4,134
-29% -$229K 0.14% 69
2017
Q3 		$779K Buy
14,077
+1,630
+13% +$98.8K 0.24% 57
2017
Q2 		$758K Buy
12,447
+2,118
+21% +$129K 0.24% 55
2017
Q1 		$628K Buy
10,329
+1,553
+18% +$94.2K 0.2% 60
2016
Q4 		$493K Buy
8,776
+14
+0.2% +$819 0.19% 72
2016
Q3 		$520K Buy
8,762
+17
+0.2% +$994 0.21% 59
2016
Q2 		$480K Buy
8,745
+19
+0.2% +$1.01K 0.23% 58
2016
Q1 		$439K Buy
8,726
+176
+2% +$8.62K 0.21% 62
2015
Q4 		$429K Buy
8,550
+211
+3% +$10.6K 0.21% 59
2015
Q3 		$394K Buy
8,339
+1,136
+16% +$60.3K 0.24% 53
2015
Q2 		$391K Sell
7,203
-174
-2% -$9.76K 0.25% 51
2015
Q1 		$403K Sell
7,377
-1,207
-14% -$68.3K 0.26% 49
2014
Q4 		$466K Buy
8,584
+1,253
+17% +$69.8K 0.33% 42
2014
Q3 		$416K Buy
7,331
+17
+0.2% +$955 0.3% 44
2014
Q2 		$406K Sell
7,314
-167
-2% -$9.11K 0.31% 46
2014
Q1 		$406K Buy
7,481
+53
+0.7% +$2.74K 0.35% 45
2013
Q4 		$353K Buy
7,428
+629
+9% +$28.8K 0.28% 47
2013
Q3 		$311K Sell
6,799
-954
-12% -$43.6K 0.27% 49
2013
Q2 		$343K Buy
+7,753
New +$346K 0.23% 49

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Signature Financial Management's MRK Position: Q4 2018 in Review

Signature Financial Management reduced its Merck (MRK) stake by 66% in Q4 2018, selling an estimated $1.54M and leaving 11,484 shares worth $838K. The position accounts for 0.2% of the portfolio, ranked #52.

Signature Financial Management first reported a position in MRK in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.25M in Q3 2018. 2,251 funds tracked by Wall St. Rank hold MRK as of Q4 2018.

  • Signature Financial Management held 11,484 shares of Merck worth $838K as of Q4 2018.
  • Signature Financial Management sold 21,876 Merck shares in Q4 2018, an estimated $1.54M.
  • Merck made up 0.2% of Signature Financial Management's portfolio in Q4 2018, its #52 holding.
  • Signature Financial Management first reported a position in Merck in Q2 2013 and has held it in 23 quarters since.
  • Signature Financial Management's Merck position peaked at $2.25M in Q3 2018.
  • 2,251 funds tracked by Wall St. Rank held Merck as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.