Bensler’s Merck MRK Stock Holding History

Bensler’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
2023 Q3	–	Sell	-15,150	Closed	-$1.75M	–	157
2023 Q2	$1.75M	Buy	15,150 +472	+3%	+$53.6K	0.33%	77
2023 Q1	$1.56M	Buy	14,678 +841	+6%	+$90.8K	0.32%	83
2022 Q4	$1.54M	Buy	13,837 +655	+5%	+$67K	0.34%	83
2022 Q3	$1.14M	Buy	+13,182	New	+$1.18M	0.27%	91

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bensler's MRK Position: Q3 2023 in Review

Bensler sold out of Merck (MRK) in Q3 2023, closing a stake of 15,150 shares — an estimated $1.75M sold.

Bensler first reported a position in MRK in Q3 2022 and held it in 4 quarters. The position peaked at $1.75M in Q2 2023. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

Bensler reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
Bensler sold 15,150 Merck shares in Q3 2023, an estimated $1.75M.
Bensler first reported a position in Merck in Q3 2022 and held it in 4 quarters.
Bensler's Merck position peaked at $1.75M in Q2 2023.
3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Bensler's 13F filing for Q3 2023, filed 25 Oct 2023.