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Strategic Wealth Management Group’s Merck MRK Stock Holding History

Strategic Wealth Management 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
Q2 		$758K Sell
9,745
-689
-7% -$51.2K 0.28% 48
2021
Q1 		$767K Sell
10,434
-202
-2% -$14.9K 0.29% 45
2020
Q4 		$830K Sell
10,636
-85
-0.8% -$6.5K 0.36% 37
2020
Q3 		$849K Buy
+10,721
New +$840K 0.41% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Strategic Wealth Management Group's MRK Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Merck (MRK) stake by 6.6% in Q2 2021, selling an estimated $51.2K and leaving 9,745 shares worth $758K. The position accounts for 0.28% of the portfolio, ranked #48.

Strategic Wealth Management Group first reported a position in MRK in Q3 2020 and has held it in 4 quarters since. The position peaked at $849K in Q3 2020. 2,673 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Strategic Wealth Management Group held 9,745 shares of Merck worth $758K as of Q2 2021.
  • Strategic Wealth Management Group sold 689 Merck shares in Q2 2021, an estimated $51.2K.
  • Merck made up 0.28% of Strategic Wealth Management Group's portfolio in Q2 2021, its #48 holding.
  • Strategic Wealth Management Group first reported a position in Merck in Q3 2020 and has held it in 4 quarters since.
  • Strategic Wealth Management Group's Merck position peaked at $849K in Q3 2020.
  • 2,673 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.