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Bryant Woods Investment Advisors’s Merck MRK Stock Holding History

Bryant Woods 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
-1,796
Closed -$207K – 43
2023
Q2 		$207K Sell
1,796
-121
-6% -$13.7K 0.15% 40
2023
Q1 		$204K Buy
1,917
+10
+0.5% +$1.08K 0.16% 39
2022
Q4 		$212K Buy
+1,907
New +$195K 0.18% 38
2022
Q3 		– Sell
-3,548
Closed -$324K – 40
2022
Q2 		$324K Buy
3,548
+19
+0.5% +$1.68K 0.31% 29
2022
Q1 		$290K Buy
+3,529
New +$278K 0.23% 30

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

Bryant Woods Investment Advisors's MRK Position: Q3 2023 in Review

Bryant Woods Investment Advisors sold out of Merck (MRK) in Q3 2023, closing a stake of 1,796 shares — an estimated $207K sold.

Bryant Woods Investment Advisors first reported a position in MRK in Q1 2022 and held it in 5 quarters. The position peaked at $324K in Q2 2022. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Bryant Woods Investment Advisors reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • Bryant Woods Investment Advisors sold 1,796 Merck shares in Q3 2023, an estimated $207K.
  • Bryant Woods Investment Advisors first reported a position in Merck in Q1 2022 and held it in 5 quarters.
  • Bryant Woods Investment Advisors's Merck position peaked at $324K in Q2 2022.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

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