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Aevitas Wealth Management’s Merck MRK Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$215K Buy
+1,939
New +$198K 0.13% 110
2019
Q2 		– Sell
-1,306
Closed -$103K – 241
2019
Q1 		$103K Sell
1,306
-111
-8% -$8.3K 0.09% 136
2018
Q4 		$103K Buy
1,417
+3
+0.2% +$212 0.11% 130
2018
Q3 		$96K Buy
1,414
+222
+19% +$14.1K 0.09% 143
2018
Q2 		$69K Sell
1,192
-204
-15% -$11.5K 0.07% 162
2018
Q1 		$73K Buy
1,396
+122
+10% +$6.59K 0.07% 153
2017
Q4 		$68K Buy
+1,274
New +$70.6K 0.06% 168

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's MRK Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in Merck (MRK) in Q4 2022: 1,939 shares worth $215K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings. This is a return to the name: Aevitas Wealth Management previously reported a position in MRK as recently as Q1 2019.

Aevitas Wealth Management first reported a position in MRK in Q4 2017 and has held it in 7 quarters since. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Aevitas Wealth Management held 1,939 shares of Merck worth $215K as of Q4 2022.
  • Merck was a new Aevitas Wealth Management position in Q4 2022.
  • Merck made up 0.13% of Aevitas Wealth Management's portfolio in Q4 2022, its #110 holding.
  • Aevitas Wealth Management first reported a position in Merck in Q4 2017 and has held it in 7 quarters since.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.