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Swift Run Capital Management’s Merck MRK Stock Holding History

Swift Run Capital 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 		$367K Hold
4,704
– – 0.71% 31
2020
Q3 		$372K Hold
4,704
– – 0.74% 32
2020
Q2 		$347K Hold
4,704
– – 0.58% 38
2020
Q1 		$345K Buy
+4,704
New +$370K 0.49% 42

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

Swift Run Capital Management's MRK Position: Q4 2020 in Review

Swift Run Capital Management held its Merck (MRK) position steady in Q4 2020 at 4,704 shares worth $367K. The position accounts for 0.71% of the portfolio, ranked #31.

Swift Run Capital Management first reported a position in MRK in Q1 2020 and has held it in 4 quarters since. The position peaked at $372K in Q3 2020. 2,708 funds tracked by Wall St. Rank hold MRK as of Q4 2020.

  • Swift Run Capital Management held 4,704 shares of Merck worth $367K as of Q4 2020.
  • Swift Run Capital Management left its Merck share count unchanged in Q4 2020.
  • Merck made up 0.71% of Swift Run Capital Management's portfolio in Q4 2020, its #31 holding.
  • Swift Run Capital Management first reported a position in Merck in Q1 2020 and has held it in 4 quarters since.
  • Swift Run Capital Management's Merck position peaked at $372K in Q3 2020.
  • 2,708 funds tracked by Wall St. Rank held Merck as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.