BAG
MRK icon

Briggs Advisory Group’s Merck MRK Stock Holding History

Briggs Advisory Group’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 		$322K Sell
3,130
-90
-3% -$9.7K 0.18% 50
2023
Q2 		$372K Buy
3,220
+176
+6% +$20K 0.21% 44
2023
Q1 		$324K Buy
3,044
+27
+0.9% +$2.92K 0.19% 50
2022
Q4 		$335K Buy
+3,017
New +$308K 0.21% 48
2022
Q3 		– Sell
-4,009
Closed -$366K – 51
2022
Q2 		$366K Buy
+4,009
New +$355K 0.27% 41

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

Briggs Advisory Group's MRK Position: Q3 2023 in Review

Briggs Advisory Group reduced its Merck (MRK) stake by 2.8% in Q3 2023, selling an estimated $9.7K and leaving 3,130 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #50.

Briggs Advisory Group first reported a position in MRK in Q2 2022 and has held it in 5 quarters since. The position peaked at $372K in Q2 2023. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Briggs Advisory Group held 3,130 shares of Merck worth $322K as of Q3 2023.
  • Briggs Advisory Group sold 90 Merck shares in Q3 2023, an estimated $9.7K.
  • Merck made up 0.18% of Briggs Advisory Group's portfolio in Q3 2023, its #50 holding.
  • Briggs Advisory Group first reported a position in Merck in Q2 2022 and has held it in 5 quarters since.
  • Briggs Advisory Group's Merck position peaked at $372K in Q2 2023.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.