Steph & Co’s Merck MRK Stock Holding History

Steph & Co’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	-334	Closed	-$25K	–	243
2020 Q2	$25K	Hold	334	–	–	0.02%	172
2020 Q1	$25K	Buy	334 +10	+3%	+$786	0.03%	160
2019 Q4	$28K	Buy	+324	New	+$26.6K	0.02%	178

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

Steph & Co's MRK Position: Q3 2020 in Review

Steph & Co sold out of Merck (MRK) in Q3 2020, closing a stake of 334 shares — an estimated $25K sold.

Steph & Co first reported a position in MRK in Q4 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 2,558 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

Steph & Co reported no remaining Merck position as of Q3 2020 after selling out during the quarter.
Steph & Co sold 334 Merck shares in Q3 2020, an estimated $25K.
Steph & Co first reported a position in Merck in Q4 2019 and held it in 3 quarters.
Steph & Co's Merck position peaked at $28K in Q4 2019.
2,558 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Steph & Co's 13F filing for Q3 2020, filed 27 Oct 2020.