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Sowa Financial Group’s Merck MRK Stock Holding History

Sowa Financial Group’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
Q1 		– Sell
-306
Closed -$24K – 165
2020
Q4 		$24K Hold
306
– – 0.02% 171
2020
Q3 		$24K Hold
306
– – 0.02% 164
2020
Q2 		$23K Hold
306
– – 0.02% 161
2020
Q1 		$22K Hold
306
– – 0.02% 148
2019
Q4 		$27K Buy
+306
New +$25.1K 0.02% 147

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Sowa Financial Group's MRK Position: Q1 2021 in Review

Sowa Financial Group sold out of Merck (MRK) in Q1 2021, closing a stake of 306 shares — an estimated $24K sold.

Sowa Financial Group first reported a position in MRK in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 2,686 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

  • Sowa Financial Group reported no remaining Merck position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 306 Merck shares in Q1 2021, an estimated $24K.
  • Sowa Financial Group first reported a position in Merck in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Merck position peaked at $27K in Q4 2019.
  • 2,686 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.