CCA
MRK icon

Conservest Capital Advisors’s Merck MRK Stock Holding History

Conservest Capital 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
2024
Q4 		– Sell
-1,998
Closed -$264K – 115
2024
Q3 		$264K Hold
1,998
– – 0.03% 92
2024
Q2 		$264K Hold
1,998
– – 0.03% 91
2024
Q1 		$264K Buy
1,998
+2
+0.1% +$247 0.03% 92
2023
Q4 		$218K Buy
1,996
+3
+0.2% +$311 0.02% 99
2023
Q3 		$205K Sell
1,993
-148
-7% -$16K 0.02% 96
2023
Q2 		$247K Buy
+2,141
New +$243K 0.03% 88
2023
Q1 		– Sell
-2,025
Closed -$225K – 102
2022
Q4 		$225K Buy
+2,025
New +$207K 0.03% 82
2020
Q4 		– Sell
-2,528
Closed -$200K – 79
2020
Q3 		$200K Buy
+2,528
New +$198K 0.03% 74
2020
Q2 		– Sell
-2,781
Closed -$204K – 73
2020
Q1 		$204K Buy
2,781
+6
+0.2% +$472 0.03% 67
2019
Q4 		$241K Buy
2,775
+7
+0.3% +$575 0.03% 75
2019
Q3 		$222K Sell
2,768
-565
-17% -$45.3K 0.03% 77
2019
Q2 		$267K Sell
3,333
-122
-4% -$9.34K 0.04% 71
2019
Q1 		$274K Sell
3,455
-312
-8% -$23.3K 0.04% 71
2018
Q4 		$275K Sell
3,767
-1,951
-34% -$138K 0.05% 67
2018
Q3 		$387K Buy
5,718
+7
+0.1% +$446 0.06% 60
2018
Q2 		$331K Sell
5,711
-1,072
-16% -$60.5K 0.05% 67
2018
Q1 		$353K Sell
6,783
-2,686
-28% -$145K 0.08% 57
2017
Q4 		$508K Buy
9,469
+75
+0.8% +$4.16K 0.1% 51
2017
Q3 		$574K Sell
9,394
-156
-2% -$9.46K 0.09% 56
2017
Q2 		$584K Sell
9,550
-136
-1% -$8.28K 0.12% 42
2017
Q1 		$587K Buy
+9,686
New +$588K 0.12% 42

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Conservest Capital Advisors's MRK Position: Q4 2024 in Review

Conservest Capital Advisors sold out of Merck (MRK) in Q4 2024, closing a stake of 1,998 shares — an estimated $264K sold.

Conservest Capital Advisors first reported a position in MRK in Q1 2017 and held it in 21 quarters. The position peaked at $587K in Q1 2017. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Conservest Capital Advisors reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Conservest Capital Advisors sold 1,998 Merck shares in Q4 2024, an estimated $264K.
  • Conservest Capital Advisors first reported a position in Merck in Q1 2017 and held it in 21 quarters.
  • Conservest Capital Advisors's Merck position peaked at $587K in Q1 2017.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Conservest Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.