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AFS Financial Group’s Merck MRK Stock Holding History

AFS Financial Group’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
Q1 		– Sell
-6,875
Closed -$750K – 38
2023
Q4 		$750K Sell
6,875
-9,143
-57% -$949K 0.7% 21
2023
Q3 		$1.65M Sell
16,018
-260
-2% -$28K 1.13% 17
2023
Q2 		$1.88M Sell
16,278
-1,090
-6% -$124K 1.22% 14
2023
Q1 		$1.85M Buy
17,368
+118
+0.7% +$12.7K 1.23% 16
2022
Q4 		$1.91M Buy
+17,250
New +$1.76M 1.36% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AFS Financial Group's MRK Position: Q1 2024 in Review

AFS Financial Group sold out of Merck (MRK) in Q1 2024, closing a stake of 6,875 shares — an estimated $750K sold.

AFS Financial Group first reported a position in MRK in Q4 2022 and held it in 5 quarters. The position peaked at $1.91M in Q4 2022. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • AFS Financial Group reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 6,875 Merck shares in Q1 2024, an estimated $750K.
  • AFS Financial Group first reported a position in Merck in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Merck position peaked at $1.91M in Q4 2022.
  • 3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.