Ownership history in WINTON GROUP Ltd Β· 36 quarters on record
This page tracks every 13F SEC filing in which WINTON GROUP Ltd reported a position in MERCK & CO INC NEW (MRK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WINTON GROUP Ltd underperformed the S&P 500 by β5.7% annually on this MRK position. Timing score: 43% (15/35 decisions correct). Average cost basis: $45.66. Maximum drawdown during holding period: β37.6%.
β Significantly underperformed the S&P 500 by 5.7% ann.
35 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 35 add/trim decisions correct
Best entry: $36.73 (2015 Q4) Β· Worst: $123.66 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 20 trims. Bought during 5 of 14 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size