America First Investment Advisors’s Merck MRK Stock Holding History

America First 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	–	Sell	-1,163	Closed	-$144K	–	62
2024 Q2	$144K	Buy	1,163 +7	+0.6%	+$902	0.04%	42
2024 Q1	$153K	Buy	1,156 +7	+0.6%	+$863	0.04%	42
2023 Q4	$125K	Hold	1,149	–	–	0.03%	43
2023 Q3	$118K	Hold	1,149	–	–	0.03%	44
2023 Q2	$133K	Hold	1,149	–	–	0.04%	43
2023 Q1	$122K	Hold	1,149	–	–	0.04%	42
2022 Q4	$127K	Buy	+1,149	New	+$117K	0.04%	42
2017 Q2	–	Sell	-419	Closed	-$25K	–	130
2017 Q1	$25K	Buy	+419	New	+$25.4K	0.01%	95
2015 Q1	–	Sell	-314	Closed	-$17K	–	135
2014 Q4	$17K	Hold	314	–	–	0.01%	100
2014 Q3	$18K	Buy	314 +104	+50%	+$5.84K	0.01%	118
2014 Q2	$12K	Hold	210	–	–	0.01%	119
2014 Q1	$11K	Hold	210	–	–	0.01%	126
2013 Q4	$10K	Hold	210	–	–	﹤0.01%	142
2013 Q3	$10K	Buy	+210	New	+$9.59K	0.01%	142

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

America First Investment Advisors's MRK Position: Q3 2024 in Review

America First Investment Advisors sold out of Merck (MRK) in Q3 2024, closing a stake of 1,163 shares — an estimated $144K sold.

America First Investment Advisors first reported a position in MRK in Q3 2013 and held it in 14 quarters. The position peaked at $153K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

America First Investment Advisors reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 1,163 Merck shares in Q3 2024, an estimated $144K.
America First Investment Advisors first reported a position in Merck in Q3 2013 and held it in 14 quarters.
America First Investment Advisors's Merck position peaked at $153K in Q1 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.