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Beacon Capital Management Inc (Ohio)’s Merck MRK Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-55
Closed -$5K – 112
2022
Q3 		$5K Buy
+55
New +$4.91K ﹤0.01% 58
2020
Q4 		– Sell
-24
Closed -$2K – 91
2020
Q3 		$2K Buy
+24
New +$1.88K ﹤0.01% 80
2020
Q2 		– Sell
-39
Closed -$3K – 91
2020
Q1 		$3K Buy
+39
New +$3.06K ﹤0.01% 58
2018
Q2 		– Sell
-68
Closed -$3.84K – 88
2018
Q1 		$4K Buy
68
+53
+353% +$2.86K ﹤0.01% 56
2017
Q4 		$1K Buy
+15
New +$832 ﹤0.01% 82
2017
Q2 		– Sell
-3
Closed – – 155
2017
Q1 		$0 Buy
+3
New +$182 ﹤0.01% 159
2016
Q1 		– Sell
-216
Closed -$11K – 285
2015
Q4 		$11K Buy
216
+2
+0.9% +$101 ﹤0.01% 121
2015
Q3 		$10K Buy
214
+4
+2% +$212 ﹤0.01% 126
2015
Q2 		$11K Hold
210
– – ﹤0.01% 133
2015
Q1 		$11K Hold
210
– – ﹤0.01% 142
2014
Q4 		$11K Hold
210
– – ﹤0.01% 134
2014
Q3 		$12K Hold
210
– – ﹤0.01% 137
2014
Q2 		$12K Sell
210
-255
-55% -$13.9K ﹤0.01% 144
2014
Q1 		$25K Buy
465
+4
+0.9% +$207 0.01% 112
2013
Q4 		$22K Buy
+461
New +$21.1K 0.01% 115

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

Beacon Capital Management Inc (Ohio)'s MRK Position: Q4 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Merck (MRK) in Q4 2022, closing a stake of 55 shares — an estimated $5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in MRK in Q4 2013 and held it in 15 quarters. The position peaked at $25K in Q1 2014. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 55 Merck shares in Q4 2022, an estimated $5K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Merck in Q4 2013 and held it in 15 quarters.
  • Beacon Capital Management Inc (Ohio)'s Merck position peaked at $25K in Q1 2014.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2022, filed 12 Jan 2023.