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WealthStone’s Merck MRK Stock Holding History

WealthStone’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
Q1 		$679K Buy
9,235
+514
+6% +$37.9K 0.24% 67
2020
Q4 		$681K Sell
8,721
-1,793
-17% -$137K 0.24% 60
2020
Q3 		$832K Buy
10,514
+3,594
+52% +$282K 0.38% 39
2020
Q2 		$511K Buy
+6,920
New +$521K 0.24% 60
2019
Q3 		– Sell
-7,318
Closed -$586K – 394
2019
Q2 		$586K Buy
+7,318
New +$560K 0.26% 75

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

WealthStone's MRK Position: Q1 2021 in Review

WealthStone increased its Merck (MRK) stake by 5.9% in Q1 2021, buying an estimated $37.9K and bringing the position to 9,235 shares worth $679K. The position accounts for 0.24% of the portfolio, ranked #67.

WealthStone first reported a position in MRK in Q2 2019 and has held it in 5 quarters since. The position peaked at $832K in Q3 2020. 2,686 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

  • WealthStone held 9,235 shares of Merck worth $679K as of Q1 2021.
  • WealthStone bought 514 Merck shares in Q1 2021, an estimated $37.9K.
  • Merck made up 0.24% of WealthStone's portfolio in Q1 2021, its #67 holding.
  • WealthStone first reported a position in Merck in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's Merck position peaked at $832K in Q3 2020.
  • 2,686 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.