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BHK Investment Advisors’s Merck MRK Stock Holding History

BHK 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
2023
Q3 		– Sell
-4,344
Closed -$501K – 57
2023
Q2 		$501K Sell
4,344
-73
-2% -$8.29K 0.21% 41
2023
Q1 		$470K Buy
4,417
+232
+6% +$25K 0.21% 42
2022
Q4 		$464K Sell
4,185
-884
-17% -$90.4K 0.26% 33
2022
Q3 		$437K Sell
5,069
-327
-6% -$29.2K 0.22% 38
2022
Q2 		$492K Buy
5,396
+652
+14% +$57.8K 0.22% 36
2022
Q1 		$389K Buy
4,744
+66
+1% +$5.2K 0.16% 49
2021
Q4 		$359K Buy
4,678
+160
+4% +$12.7K 0.14% 54
2021
Q3 		$339K Sell
4,518
-19
-0.4% -$1.45K 0.14% 54
2021
Q2 		$353K Sell
4,537
-244
-5% -$18.1K 0.14% 52
2021
Q1 		$373K Buy
4,781
+48
+1% +$3.54K 0.17% 42
2020
Q4 		$369K Buy
4,733
+304
+7% +$23.3K 0.17% 41
2020
Q3 		$351K Buy
4,429
+234
+6% +$18.3K 0.2% 38
2020
Q2 		$310K Sell
4,195
-334
-7% -$25.1K 0.18% 39
2020
Q1 		$333K Sell
4,529
-923
-17% -$72.5K 0.24% 35
2019
Q4 		$473K Sell
5,452
-1,235
-18% -$101K 0.27% 35
2019
Q3 		$537K Buy
6,687
+109
+2% +$8.74K 0.31% 45
2019
Q2 		$526K Buy
6,578
+247
+4% +$18.9K 0.3% 47
2019
Q1 		$502K Buy
6,331
+3,444
+119% +$258K 0.3% 48
2018
Q4 		$211K Buy
+2,887
New +$204K 0.16% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BHK Investment Advisors's MRK Position: Q3 2023 in Review

BHK Investment Advisors sold out of Merck (MRK) in Q3 2023, closing a stake of 4,344 shares — an estimated $501K sold.

BHK Investment Advisors first reported a position in MRK in Q4 2018 and held it in 19 quarters. The position peaked at $537K in Q3 2019. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • BHK Investment Advisors reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • BHK Investment Advisors sold 4,344 Merck shares in Q3 2023, an estimated $501K.
  • BHK Investment Advisors first reported a position in Merck in Q4 2018 and held it in 19 quarters.
  • BHK Investment Advisors's Merck position peaked at $537K in Q3 2019.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on BHK Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.