Advisors Preferred’s Merck MRK Stock Holding History

Advisors Preferred’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
2024 Q2	–	Sell	-2,901	Closed	-$380K	–	206
2024 Q1	$380K	Sell	2,901 -1,344	-32%	-$166K	0.06%	106
2023 Q4	$481K	Sell	4,245 -1,412	-25%	-$147K	0.08%	95
2023 Q3	$580K	Buy	+5,657	New	+$610K	0.19%	91
2023 Q2	–	Sell	-4,538	Closed	-$494K	–	227
2023 Q1	$494K	Sell	4,538 -922	-17%	-$99.5K	0.17%	61
2022 Q4	$6.07M	Sell	5,460 -979	-15%	-$100K	2.59%	7
2022 Q3	$564K	Sell	6,439 -753	-10%	-$67.2K	0.29%	35
2022 Q2	$656K	Buy	+7,192	New	+$638K	0.17%	71
2022 Q1	–	Sell	-5,571	Closed	-$428K	–	192
2021 Q4	$428K	Sell	5,571 -7	-0.1%	-$558	0.04%	103
2021 Q3	$454K	Buy	5,578 +47	+0.8%	+$3.58K	0.06%	74
2021 Q2	$431K	Sell	5,531 -370	-6%	-$27.5K	0.04%	99
2021 Q1	$434K	Buy	5,901 +2,235	+61%	+$165K	0.06%	108
2020 Q4	$283K	Sell	3,666 -1,030	-22%	-$78.8K	0.05%	133
2020 Q3	$372K	Buy	4,696 +1,468	+45%	+$115K	0.07%	78
2020 Q2	$241K	Buy	+3,228	New	+$243K	0.07%	72
2019 Q1	–	Sell	-907	Closed	-$66K	–	228
2018 Q4	$66K	Buy	+907	New	+$64K	0.08%	78

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Advisors Preferred's MRK Position: Q2 2024 in Review

Advisors Preferred sold out of Merck (MRK) in Q2 2024, closing a stake of 2,901 shares — an estimated $380K sold.

Advisors Preferred first reported a position in MRK in Q4 2018 and held it in 15 quarters. The position peaked at $6.07M in Q4 2022. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Advisors Preferred reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Advisors Preferred sold 2,901 Merck shares in Q2 2024, an estimated $380K.
Advisors Preferred first reported a position in Merck in Q4 2018 and held it in 15 quarters.
Advisors Preferred's Merck position peaked at $6.07M in Q4 2022.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Advisors Preferred's 13F filing for Q2 2024, filed 30 Jul 2024.