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Smart Portfolios LLC’s Merck MRK Stock Holding History

Smart Portfolios LLC’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
Q4 		– Sell
-2,635
Closed -$209K – 43
2020
Q3 		$209K Hold
2,635
– – 0.24% 41
2020
Q2 		$204K Buy
+2,635
New +$198K 0.23% 41
2020
Q1 		– Sell
-2,635
Closed -$229K – 43
2019
Q4 		$229K Hold
2,635
– – 0.21% 41
2019
Q3 		$208K Hold
2,635
– – 0.18% 44
2019
Q2 		$211K Sell
2,635
-299
-10% -$22.9K 0.19% 39
2019
Q1 		$233K Buy
2,934
+101
+4% +$7.55K 0.2% 42
2018
Q4 		$207K Buy
2,833
+198
+8% +$14K 0.16% 42
2018
Q3 		$178K Hold
2,635
– – 0.11% 50
2018
Q2 		$153K Buy
2,635
+1,206
+84% +$68K 0.1% 52
2018
Q1 		$74K Buy
+1,429
New +$77.2K 0.05% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Smart Portfolios LLC's MRK Position: Q4 2020 in Review

Smart Portfolios LLC sold out of Merck (MRK) in Q4 2020, closing a stake of 2,635 shares — an estimated $209K sold.

Smart Portfolios LLC first reported a position in MRK in Q1 2018 and held it in 10 quarters. The position peaked at $233K in Q1 2019. 2,708 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • Smart Portfolios LLC reported no remaining Merck position as of Q4 2020 after selling out during the quarter.
  • Smart Portfolios LLC sold 2,635 Merck shares in Q4 2020, an estimated $209K.
  • Smart Portfolios LLC first reported a position in Merck in Q1 2018 and held it in 10 quarters.
  • Smart Portfolios LLC's Merck position peaked at $233K in Q1 2019.
  • 2,708 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on Smart Portfolios LLC's 13F filing for Q4 2020, filed 8 Mar 2021.