WIL
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Winifred I. Li’s Merck MRK Stock Holding History

Winifred I. Li’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
2014
Q4 		$349K Sell
6,447
-624
-9% -$34.8K 0.33% 80
2014
Q3 		$400K Sell
7,071
-4,873
-41% -$274K 0.38% 78
2014
Q2 		$659K Sell
11,944
-964
-7% -$52.6K 0.56% 60
2014
Q1 		$699K Sell
12,908
-2,501
-16% -$130K 0.61% 53
2013
Q4 		$735K Sell
15,409
-610
-4% -$27.9K 0.63% 52
2013
Q3 		$728K Sell
16,019
-357
-2% -$16.3K 0.67% 39
2013
Q2 		$725K Buy
+16,376
New +$731K 0.67% 43

Other funds holding MRK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winifred I. Li's MRK Position: Q4 2014 in Review

Winifred I. Li reduced its Merck (MRK) stake by 8.8% in Q4 2014, selling an estimated $34.8K and leaving 6,447 shares worth $349K. The position accounts for 0.33% of the portfolio, ranked #80.

Winifred I. Li first reported a position in MRK in Q2 2013 and has held it in 7 quarters since. The position peaked at $735K in Q4 2013. 1,723 funds tracked by Wall St. Rank hold MRK as of Q4 2014.

  • Winifred I. Li held 6,447 shares of Merck worth $349K as of Q4 2014.
  • Winifred I. Li sold 624 Merck shares in Q4 2014, an estimated $34.8K.
  • Merck made up 0.33% of Winifred I. Li's portfolio in Q4 2014, its #80 holding.
  • Winifred I. Li first reported a position in Merck in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Merck position peaked at $735K in Q4 2013.
  • 1,723 funds tracked by Wall St. Rank held Merck as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.