Coulter & Justus Financial Services’s Merck MRK Stock Holding History

Coulter & Justus Financial Services’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 Q1	$13.4M	Buy	+101,223	New	+$12.5M	2.97%	13

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Coulter & Justus Financial Services's MRK Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Merck (MRK) in Q1 2024: 101,223 shares worth $13.4M. The stake represents 2.97% of the portfolio and ranks #13 among its holdings.

3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Coulter & Justus Financial Services held 101,223 shares of Merck worth $13.4M as of Q1 2024.
Merck was a new Coulter & Justus Financial Services position in Q1 2024.
Merck made up 2.97% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #13 holding.
3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.