Tru Independence Asset Management 2’s Merck MRK Stock Holding History

Tru Independence Asset Management 2’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 Q4	–	Sell	-2,953	Closed	-$222K	–	138
2021 Q3	$222K	Buy	+2,953	New	+$225K	0.16%	92
2021 Q1	–	Sell	-1,071	Closed	-$84K	–	298
2020 Q4	$84K	Buy	+1,071	New	+$81.9K	0.07%	129

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tru Independence Asset Management 2's MRK Position: Q4 2021 in Review

Tru Independence Asset Management 2 sold out of Merck (MRK) in Q4 2021, closing a stake of 2,953 shares — an estimated $222K sold.

Tru Independence Asset Management 2 first reported a position in MRK in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q3 2021. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

Tru Independence Asset Management 2 reported no remaining Merck position as of Q4 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 2,953 Merck shares in Q4 2021, an estimated $222K.
Tru Independence Asset Management 2 first reported a position in Merck in Q4 2020 and held it in 2 quarters.
Tru Independence Asset Management 2's Merck position peaked at $222K in Q3 2021.
2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2021, filed 20 Jan 2022.