Bridge Advisory’s Merck MRK Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-2,596	Closed	-$267K	–	139
2023 Q3	$267K	Buy	2,596 +69	+3%	+$7.44K	0.09%	125
2023 Q2	$292K	Sell	2,527 -294	-10%	-$33.4K	0.11%	104
2023 Q1	$300K	Buy	2,821 +512	+22%	+$55.3K	0.12%	99
2022 Q4	$256K	Buy	+2,309	New	+$236K	0.11%	110
2022 Q3	–	Sell	-2,399	Closed	-$225K	–	120
2022 Q2	$225K	Buy	+2,399	New	+$213K	0.11%	105
2022 Q1	–	Sell	-2,809	Closed	-$215K	–	103
2021 Q4	$215K	Buy	+2,809	New	+$224K	0.1%	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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridge Advisory's MRK Position: Q4 2023 in Review

Bridge Advisory sold out of Merck (MRK) in Q4 2023, closing a stake of 2,596 shares — an estimated $267K sold.

Bridge Advisory first reported a position in MRK in Q4 2021 and held it in 6 quarters. The position peaked at $300K in Q1 2023. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

Bridge Advisory reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 2,596 Merck shares in Q4 2023, an estimated $267K.
Bridge Advisory first reported a position in Merck in Q4 2021 and held it in 6 quarters.
Bridge Advisory's Merck position peaked at $300K in Q1 2023.
3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.