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DCM Advisors’s Merck MRK Stock Holding History

DCM 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
Q2 		– Sell
-4,739
Closed -$625K – 67
2024
Q1 		$625K Sell
4,739
-6,117
-56% -$754K 0.26% 46
2023
Q4 		$1.18M Buy
10,856
+3,249
+43% +$337K 0.42% 43
2023
Q3 		$783K Sell
7,607
-616
-7% -$66.4K 0.35% 43
2023
Q2 		$949K Sell
8,223
-1,529
-16% -$174K 0.41% 42
2023
Q1 		$1.04M Sell
9,752
-120
-1% -$13K 0.48% 40
2022
Q4 		$1.1M Sell
9,872
-6,730
-41% -$688K 0.53% 41
2022
Q3 		$1.43M Buy
16,602
+410
+3% +$36.6K 0.72% 36
2022
Q2 		$1.48M Buy
16,192
+1,940
+14% +$172K 0.64% 42
2022
Q1 		$1.17M Buy
14,252
+7,501
+111% +$591K 0.41% 62
2021
Q4 		$518K Buy
+6,751
New +$538K 0.15% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM Advisors's MRK Position: Q2 2024 in Review

DCM Advisors sold out of Merck (MRK) in Q2 2024, closing a stake of 4,739 shares — an estimated $625K sold.

DCM Advisors first reported a position in MRK in Q4 2021 and held it in 10 quarters. The position peaked at $1.48M in Q2 2022. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • DCM Advisors reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 4,739 Merck shares in Q2 2024, an estimated $625K.
  • DCM Advisors first reported a position in Merck in Q4 2021 and held it in 10 quarters.
  • DCM Advisors's Merck position peaked at $1.48M in Q2 2022.
  • 3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.