Tsai Capital’s Merck MRK Stock Holding History

Tsai Capital’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	-4,571	Closed	-$343K	–	17
2021 Q3	$343K	Sell	4,571 -350	-7%	-$26.6K	0.3%	17
2021 Q2	$383K	Sell	4,921 -236	-5%	-$17.6K	0.35%	18
2021 Q1	$379K	Hold	5,157	–	–	0.37%	18
2020 Q4	$403K	Buy	+5,157	New	+$394K	0.4%	16

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

Tsai Capital's MRK Position: Q4 2021 in Review

Tsai Capital sold out of Merck (MRK) in Q4 2021, closing a stake of 4,571 shares — an estimated $343K sold.

Tsai Capital first reported a position in MRK in Q4 2020 and held it in 4 quarters. The position peaked at $403K in Q4 2020. 2,903 funds tracked by Wall St. Rank hold MRK as of Q4 2021.

Tsai Capital reported no remaining Merck position as of Q4 2021 after selling out during the quarter.
Tsai Capital sold 4,571 Merck shares in Q4 2021, an estimated $343K.
Tsai Capital first reported a position in Merck in Q4 2020 and held it in 4 quarters.
Tsai Capital's Merck position peaked at $403K in Q4 2020.
2,903 funds tracked by Wall St. Rank held Merck as of Q4 2021.

Based on Tsai Capital's 13F filing for Q4 2021, filed 14 Feb 2022.