Wheatland Advisors’s Merck MRK Stock Holding History

Wheatland Advisors’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 Q1	–	Sell	-6,217	Closed	-$540K	–	70
2019 Q4	$540K	Sell	6,217 -3,290	-35%	-$270K	0.69%	53
2019 Q3	$764K	Sell	9,507 -1,208	-11%	-$96.8K	0.69%	50
2019 Q2	$857K	Hold	10,715	–	–	0.65%	52
2019 Q1	$850K	Sell	10,715 -180	-2%	-$13.5K	0.65%	52
2018 Q4	$794K	Hold	10,895	–	–	0.69%	45
2018 Q3	$737K	Hold	10,895	–	–	0.55%	58
2018 Q2	$631K	Hold	10,895	–	–	0.51%	62
2018 Q1	$566K	Hold	10,895	–	–	0.47%	61
2017 Q4	$585K	Hold	10,895	–	–	0.47%	62
2017 Q3	$666K	Hold	10,895	–	–	0.57%	58
2017 Q2	$666K	Sell	10,895 -724	-6%	-$44.1K	0.6%	54
2017 Q1	$704K	Sell	11,619 -181	-2%	-$11K	0.63%	53
2016 Q4	$663K	Hold	11,800	–	–	0.59%	56
2016 Q3	$703K	Sell	11,800 -242	-2%	-$14.2K	0.66%	53
2016 Q2	$662K	Sell	12,042 -301	-2%	-$16K	0.64%	51
2016 Q1	$623K	Hold	12,343	–	–	0.64%	53
2015 Q4	$622K	Hold	12,343	–	–	0.64%	54
2015 Q3	$582K	Hold	12,343	–	–	0.63%	55
2015 Q2	$671K	Hold	12,343	–	–	0.64%	55
2015 Q1	$677K	Hold	12,343	–	–	0.67%	52
2014 Q4	$669K	Hold	12,343	–	–	0.65%	53
2014 Q3	$698K	Hold	12,343	–	–	0.7%	51
2014 Q2	$501K	Sell	12,343 -241	-2%	-$13.1K	0.46%	64
2014 Q1	$682K	Hold	12,584	–	–	0.7%	50
2013 Q4	$601K	Buy	+12,584	New	+$575K	0.63%	51

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wheatland Advisors's MRK Position: Q1 2020 in Review

Wheatland Advisors sold out of Merck (MRK) in Q1 2020, closing a stake of 6,217 shares — an estimated $540K sold.

Wheatland Advisors first reported a position in MRK in Q4 2013 and held it in 25 quarters. The position peaked at $857K in Q2 2019. 2,477 funds tracked by Wall St. Rank hold MRK as of Q1 2020.

Wheatland Advisors reported no remaining Merck position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,217 Merck shares in Q1 2020, an estimated $540K.
Wheatland Advisors first reported a position in Merck in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Merck position peaked at $857K in Q2 2019.
2,477 funds tracked by Wall St. Rank held Merck as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.