AIA
MRK icon

Alera Investment Advisors’s Merck MRK Stock Holding History

Alera Investment Advisors’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
Q3 		$1.01M Sell
8,927
-736
-8% -$87.4K 0.12% 80
2024
Q2 		$1.2M Buy
9,663
+3,198
+49% +$412K 0.14% 70
2024
Q1 		$853K Buy
6,465
+93
+1% +$11.5K 0.12% 76
2023
Q4 		$695K Buy
6,372
+103
+2% +$10.7K 0.09% 95
2023
Q3 		$645K Sell
6,269
-90
-1% -$9.7K 0.11% 92
2023
Q2 		$734K Sell
6,359
-971
-13% -$110K 0.16% 84
2023
Q1 		$780K Sell
7,330
-524
-7% -$56.6K 0.18% 67
2022
Q4 		$871K Sell
7,854
-404
-5% -$41.3K 0.21% 54
2022
Q3 		$711K Sell
8,258
-764
-8% -$68.2K 0.2% 65
2022
Q2 		$822K Buy
9,022
+989
+12% +$87.7K 0.23% 62
2022
Q1 		$658K Buy
8,033
+3,235
+67% +$255K 0.15% 102
2021
Q4 		$368K Sell
4,798
-1,370
-22% -$109K 0.1% 66
2021
Q3 		$463K Buy
6,168
+1
+0% +$76 0.14% 56
2021
Q2 		$480K Sell
6,167
-385
-6% -$28.6K 0.14% 55
2021
Q1 		$482K Sell
6,552
-715
-10% -$52.7K 0.16% 50
2020
Q4 		$567K Sell
7,267
-433
-6% -$33.1K 0.2% 41
2020
Q3 		$609K Buy
7,700
+745
+11% +$58.4K 0.24% 40
2020
Q2 		$513K Buy
6,955
+531
+8% +$40K 0.27% 40
2020
Q1 		$472K Sell
6,424
-284
-4% -$22.3K 0.29% 40
2019
Q4 		$582K Buy
6,708
+697
+12% +$57.2K 0.27% 33
2019
Q3 		$483K Buy
6,011
+43
+0.7% +$3.45K 0.24% 40
2019
Q2 		$478K Sell
5,968
-172
-3% -$13.2K 0.25% 41
2019
Q1 		$487K Buy
6,140
+646
+12% +$48.3K 0.24% 39
2018
Q4 		$401K Buy
+5,494
New +$388K 0.24% 51

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

Alera Investment Advisors's MRK Position: Q3 2024 in Review

Alera Investment Advisors reduced its Merck (MRK) stake by 7.6% in Q3 2024, selling an estimated $87.4K and leaving 8,927 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #80.

Alera Investment Advisors first reported a position in MRK in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.2M in Q2 2024. 3,490 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Alera Investment Advisors held 8,927 shares of Merck worth $1.01M as of Q3 2024.
  • Alera Investment Advisors sold 736 Merck shares in Q3 2024, an estimated $87.4K.
  • Merck made up 0.12% of Alera Investment Advisors's portfolio in Q3 2024, its #80 holding.
  • Alera Investment Advisors first reported a position in Merck in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Merck position peaked at $1.2M in Q2 2024.
  • 3,490 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.