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Adirondack Retirement Specialists’s Merck MRK Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-64
Closed -$7.38K – 88
2023
Q2 		$7.38K Sell
64
-120
-65% -$13.6K 0.01% 59
2023
Q1 		$20K Buy
184
+120
+188% +$13K 0.02% 57
2022
Q4 		$7.1K Hold
64
– – 0.01% 57
2022
Q3 		$6K Buy
+64
New +$5.71K 0.01% 64

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adirondack Retirement Specialists's MRK Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Merck (MRK) in Q3 2023, closing a stake of 64 shares — an estimated $7.38K sold.

Adirondack Retirement Specialists first reported a position in MRK in Q3 2022 and held it in 4 quarters. The position peaked at $20K in Q1 2023. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 64 Merck shares in Q3 2023, an estimated $7.38K.
  • Adirondack Retirement Specialists first reported a position in Merck in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Merck position peaked at $20K in Q1 2023.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.