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Diversified Portfolios Inc’s Merck MRK Stock Holding History

Diversified Portfolios Inc’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
-2,482
Closed -$275K – 140
2022
Q4 		$275K Sell
2,482
-300
-11% -$30.7K 0.06% 119
2022
Q3 		$240K Buy
2,782
+334
+14% +$29.8K 0.06% 123
2022
Q2 		$223K Sell
2,448
-534
-18% -$47.3K 0.06% 121
2022
Q1 		$245K Sell
2,982
-111
-4% -$8.75K 0.06% 122
2021
Q4 		$237K Buy
+3,093
New +$246K 0.06% 119

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Diversified Portfolios Inc's MRK Position: Q1 2023 in Review

Diversified Portfolios Inc sold out of Merck (MRK) in Q1 2023, closing a stake of 2,482 shares — an estimated $275K sold.

Diversified Portfolios Inc first reported a position in MRK in Q4 2021 and held it in 5 quarters. The position peaked at $275K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Diversified Portfolios Inc reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 2,482 Merck shares in Q1 2023, an estimated $275K.
  • Diversified Portfolios Inc first reported a position in Merck in Q4 2021 and held it in 5 quarters.
  • Diversified Portfolios Inc's Merck position peaked at $275K in Q4 2022.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Diversified Portfolios Inc's 13F filing for Q1 2023, filed 2 May 2023.