Baron Financial Group’s Merck MRK Stock Holding History

Baron 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 Q2	–	Sell	-1,993	Closed	-$263K	–	50
2024 Q1	$263K	Hold	1,993	–	–	0.16%	44
2023 Q4	$217K	Hold	1,993	–	–	0.14%	49
2023 Q3	$205K	Hold	1,993	–	–	0.13%	46
2023 Q2	$230K	Sell	1,993 -29	-1%	-$3.29K	0.14%	45
2023 Q1	$215K	Buy	2,022 +22	+1%	+$2.38K	0.14%	51
2022 Q4	$222K	Buy	+2,000	New	+$204K	0.15%	51
2022 Q3	–	Sell	-2,110	Closed	-$192K	–	139
2022 Q2	$192K	Hold	2,110	–	–	0.13%	45
2022 Q1	$173K	Sell	2,110 -68	-3%	-$5.36K	0.1%	50
2021 Q4	$167K	Buy	2,178 +10	+0.5%	+$796	0.09%	51
2021 Q3	$163K	Buy	2,168 +100	+5%	+$7.61K	0.1%	50
2021 Q2	$161K	Sell	2,068 -99	-5%	-$7.36K	0.1%	51
2021 Q1	$159K	Buy	2,167 +314	+17%	+$23.2K	0.11%	50
2020 Q4	$145K	Hold	1,853	–	–	0.12%	53
2020 Q3	$147K	Buy	+1,853	New	+$145K	0.14%	48

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

Baron Financial Group's MRK Position: Q2 2024 in Review

Baron Financial Group sold out of Merck (MRK) in Q2 2024, closing a stake of 1,993 shares — an estimated $263K sold.

Baron Financial Group first reported a position in MRK in Q3 2020 and held it in 14 quarters. The position peaked at $263K in Q1 2024. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Baron Financial Group reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Baron Financial Group sold 1,993 Merck shares in Q2 2024, an estimated $263K.
Baron Financial Group first reported a position in Merck in Q3 2020 and held it in 14 quarters.
Baron Financial Group's Merck position peaked at $263K in Q1 2024.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Baron Financial Group's 13F filing for Q2 2024, filed 22 Jul 2024.