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Swaine & Leidel Wealth Services’s Merck MRK Stock Holding History

Swaine & Leidel Wealth 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
2022
Q1 		$3.71M Buy
+3,713
New +$293K 2.86% 18
2021
Q1 		$3.71M Buy
50,474
+21,246
+73% +$1.57M 2.39% 24
2020
Q4 		$2.28M Buy
+29,228
New +$2.24M 1.65% 35

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swaine & Leidel Wealth Services's MRK Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Merck (MRK) in Q1 2022: 3,713 shares worth $3.71M. The stake represents 2.86% of the portfolio and ranks #18 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in MRK as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in MRK in Q4 2020 and has held it in 3 quarters since. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Swaine & Leidel Wealth Services held 3,713 shares of Merck worth $3.71M as of Q1 2022.
  • Merck was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • Merck made up 2.86% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #18 holding.
  • Swaine & Leidel Wealth Services first reported a position in Merck in Q4 2020 and has held it in 3 quarters since.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.