Stewardship Financial Advisors’s Merck MRK Stock Holding History

Stewardship Financial Advisors’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	$249K	Buy	3,387 +70	+2%	+$5.16K	0.09%	53
2020 Q4	$259K	Hold	3,317	–	–	0.09%	55
2020 Q3	$263K	Sell	3,317 -21	-0.6%	-$1.65K	0.11%	49
2020 Q2	$246K	Buy	3,338 +437	+15%	+$32.9K	0.11%	46
2020 Q1	$213K	Sell	2,901 -18	-0.6%	-$1.42K	0.11%	42
2019 Q4	$253K	Buy	2,919 +21	+0.7%	+$1.73K	0.09%	48
2019 Q3	$233K	Hold	2,898	–	–	0.1%	48
2019 Q2	$232K	Hold	2,898	–	–	0.1%	48
2019 Q1	$230K	Hold	2,898	–	–	0.11%	46
2018 Q4	$211K	Buy	+2,898	New	+$205K	0.11%	43

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Stewardship Financial Advisors's MRK Position: Q1 2021 in Review

Stewardship Financial Advisors increased its Merck (MRK) stake by 2.1% in Q1 2021, buying an estimated $5.16K and bringing the position to 3,387 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #53.

Stewardship Financial Advisors first reported a position in MRK in Q4 2018 and has held it in 10 quarters since. The position peaked at $263K in Q3 2020. 2,686 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

Stewardship Financial Advisors held 3,387 shares of Merck worth $249K as of Q1 2021.
Stewardship Financial Advisors bought 70 Merck shares in Q1 2021, an estimated $5.16K.
Merck made up 0.09% of Stewardship Financial Advisors's portfolio in Q1 2021, its #53 holding.
Stewardship Financial Advisors first reported a position in Merck in Q4 2018 and has held it in 10 quarters since.
Stewardship Financial Advisors's Merck position peaked at $263K in Q3 2020.
2,686 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.