Center For Asset Management’s Merck MRK Stock Holding History

Center For Asset Management’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 Q1	–	Sell	-4,596	Closed	-$510K	–	115
2022 Q4	$510K	Sell	4,596 -2,634	-36%	-$269K	0.48%	55
2022 Q3	$623K	Sell	7,230 -1,173	-14%	-$105K	0.62%	38
2022 Q2	$766K	Buy	8,403 +5,063	+152%	+$449K	0.71%	29
2022 Q1	$274K	Buy	3,340 +398	+14%	+$31.4K	0.21%	95
2021 Q4	$225K	Sell	2,942 -1,134	-28%	-$90.3K	0.17%	106
2021 Q3	$306K	Buy	4,076 +145	+4%	+$11K	0.26%	68
2021 Q2	$306K	Buy	3,931 +589	+18%	+$43.8K	0.26%	69
2021 Q1	$246K	Sell	3,342 -1,068	-24%	-$78.8K	0.24%	74
2020 Q4	$344K	Buy	+4,410	New	+$337K	0.34%	50

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center For Asset Management's MRK Position: Q1 2023 in Review

Center For Asset Management sold out of Merck (MRK) in Q1 2023, closing a stake of 4,596 shares — an estimated $510K sold.

Center For Asset Management first reported a position in MRK in Q4 2020 and held it in 9 quarters. The position peaked at $766K in Q2 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Center For Asset Management reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Center For Asset Management sold 4,596 Merck shares in Q1 2023, an estimated $510K.
Center For Asset Management first reported a position in Merck in Q4 2020 and held it in 9 quarters.
Center For Asset Management's Merck position peaked at $766K in Q2 2022.
3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Center For Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.