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Bickling Financial Services’s Merck MRK Stock Holding History

Bickling Financial Services’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 		$263K Sell
2,373
-1,858
-44% -$190K 0.16% 96
2022
Q3 		$365K Sell
4,231
-41
-1% -$3.66K 0.25% 75
2022
Q2 		$390K Buy
4,272
+338
+9% +$30K 0.25% 75
2022
Q1 		$323K Buy
+3,934
New +$310K 0.17% 96
2021
Q4 		– Sell
-2,889
Closed -$217K – 137
2021
Q3 		$217K Buy
+2,889
New +$220K 0.11% 113

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

Bickling Financial Services's MRK Position: Q4 2022 in Review

Bickling Financial Services reduced its Merck (MRK) stake by 44% in Q4 2022, selling an estimated $190K and leaving 2,373 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #96.

Bickling Financial Services first reported a position in MRK in Q3 2021 and has held it in 5 quarters since. The position peaked at $390K in Q2 2022. 3,235 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Bickling Financial Services held 2,373 shares of Merck worth $263K as of Q4 2022.
  • Bickling Financial Services sold 1,858 Merck shares in Q4 2022, an estimated $190K.
  • Merck made up 0.16% of Bickling Financial Services's portfolio in Q4 2022, its #96 holding.
  • Bickling Financial Services first reported a position in Merck in Q3 2021 and has held it in 5 quarters since.
  • Bickling Financial Services's Merck position peaked at $390K in Q2 2022.
  • 3,235 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.