Squar Milner Financial Services’s Merck MRK Stock Holding History

Squar Milner Financial 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	–	Sell	-10,559	Closed	-$779K	–	122
2020 Q2	$779K	Buy	10,559 +210	+2%	+$15.8K	0.44%	59
2020 Q1	$759K	Sell	10,349 -195	-2%	-$15.3K	0.46%	37
2019 Q4	$915K	Sell	10,544 -245	-2%	-$20.1K	0.46%	33
2019 Q3	$854K	Buy	10,789 +2,311	+27%	+$185K	0.44%	62
2019 Q2	$678K	Sell	8,478 -3,532	-29%	-$270K	0.46%	41
2019 Q1	$953K	Buy	12,010 +3,496	+41%	+$261K	0.7%	24
2018 Q4	$621K	Buy	8,514 +7,126	+513%	+$503K	0.6%	33
2018 Q3	$94K	Sell	1,388 -911	-40%	-$58K	0.08%	247
2018 Q2	$133K	Buy	+2,299	New	+$130K	0.12%	212

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

Squar Milner Financial Services's MRK Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Merck (MRK) in Q3 2020, closing a stake of 10,559 shares — an estimated $779K sold.

Squar Milner Financial Services first reported a position in MRK in Q2 2018 and held it in 9 quarters. The position peaked at $953K in Q1 2019. 2,559 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

Squar Milner Financial Services reported no remaining Merck position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 10,559 Merck shares in Q3 2020, an estimated $779K.
Squar Milner Financial Services first reported a position in Merck in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's Merck position peaked at $953K in Q1 2019.
2,559 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.