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SVA Wealth Management’s Merck MRK Stock Holding History

SVA Wealth Management’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
Q4 		$6.77M Buy
86,769
+2,193
+3% +$168K 0.59% 34
2020
Q3 		$6.69M Sell
84,576
-88
-0.1% -$6.89K 0.66% 33
2020
Q2 		$6.25M Buy
84,664
+1,759
+2% +$132K 0.67% 30
2020
Q1 		$6.09M Buy
82,905
+2,740
+3% +$215K 0.7% 28
2019
Q4 		$6.96M Sell
80,165
-272
-0.3% -$22.3K 0.64% 33
2019
Q3 		$6.46M Buy
80,437
+732
+0.9% +$58.7K 0.63% 33
2019
Q2 		$6.38M Sell
79,705
-3,618
-4% -$277K 0.63% 33
2019
Q1 		$6.61M Sell
83,323
-1,848
-2% -$138K 0.64% 37
2018
Q4 		$6.21M Sell
85,171
-1,926
-2% -$136K 0.7% 37
2018
Q3 		$5.9M Buy
87,097
+1,073
+1% +$68.4K 0.6% 48
2018
Q2 		$4.98M Sell
86,024
-1,531
-2% -$86.4K 0.54% 53
2018
Q1 		$5.35M Buy
87,555
+6,719
+8% +$363K 0.66% 45
2017
Q4 		$4.34M Sell
80,836
-6,719
-8% -$372K 0.51% 52
2017
Q3 		$5.35M Buy
87,555
+125
+0.1% +$7.58K 0.66% 45
2017
Q2 		$5.35M Buy
87,430
+1,541
+2% +$93.8K 0.69% 44
2017
Q1 		$5.21M Buy
85,889
+793
+0.9% +$48.1K 0.71% 42
2016
Q4 		$4.78M Sell
85,096
-1,263
-1% -$73.9K 0.71% 44
2016
Q3 		$5.14M Buy
86,359
+258
+0.3% +$15.1K 0.8% 40
2016
Q2 		$4.73M Buy
86,101
+1,779
+2% +$94.7K 0.76% 40
2016
Q1 		$4.26M Buy
84,322
+5,095
+6% +$250K 0.7% 46
2015
Q4 		$3.99M Buy
79,227
+2,866
+4% +$144K 0.69% 46
2015
Q3 		$3.6M Buy
76,361
+3,745
+5% +$199K 0.67% 53
2015
Q2 		$3.94M Buy
72,616
+2,429
+3% +$136K 0.73% 49
2015
Q1 		$3.85M Buy
70,187
+43,353
+162% +$2.45M 0.7% 52
2014
Q4 		$1.45M Buy
26,834
+1,230
+5% +$68.5K 0.53% 43
2014
Q3 		$1.45M Buy
25,604
+422
+2% +$23.7K 0.62% 39
2014
Q2 		$1.39M Buy
25,182
+1,481
+6% +$80.8K 0.59% 42
2014
Q1 		$1.28M Buy
23,701
+570
+2% +$29.5K 0.61% 43
2013
Q4 		$1.1M Buy
+23,131
New +$1.06M 0.66% 41

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVA Wealth Management's MRK Position: Q4 2020 in Review

SVA Wealth Management increased its Merck (MRK) stake by 2.6% in Q4 2020, buying an estimated $168K and bringing the position to 86,769 shares worth $6.77M. The position accounts for 0.59% of the portfolio, ranked #34.

SVA Wealth Management first reported a position in MRK in Q4 2013 and has held it in 29 quarters since. The position peaked at $6.96M in Q4 2019. 2,708 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • SVA Wealth Management held 86,769 shares of Merck worth $6.77M as of Q4 2020.
  • SVA Wealth Management bought 2,193 Merck shares in Q4 2020, an estimated $168K.
  • Merck made up 0.59% of SVA Wealth Management's portfolio in Q4 2020, its #34 holding.
  • SVA Wealth Management first reported a position in Merck in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Merck position peaked at $6.96M in Q4 2019.
  • 2,708 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.