Echo Street Capital Management’s Merck MRK Stock Holding History

Echo Street Capital 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 Q3	–	Sell	-3,121	Closed	-$360K	–	540
2023 Q2	$360K	Sell	3,121 -4,738	-60%	-$538K	﹤0.01%	345
2023 Q1	$836K	Buy	7,859 +2,364	+43%	+$255K	0.01%	147
2022 Q4	$610K	Buy	+5,495	New	+$562K	0.01%	239
2022 Q2	–	Sell	-6,288	Closed	-$516K	–	650
2022 Q1	$516K	Sell	6,288 -12,132	-66%	-$957K	﹤0.01%	393
2021 Q4	$1.41M	Buy	+18,420	New	+$1.47M	0.01%	191
2021 Q3	–	Sell	-8,793	Closed	-$684K	–	703
2021 Q2	$684K	Buy	+8,793	New	+$654K	0.01%	277
2020 Q3	–	Sell	-13,896	Closed	-$1.02M	–	279
2020 Q2	$1.02M	Buy	+13,896	New	+$1.05M	0.01%	260

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

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

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

Echo Street Capital Management's MRK Position: Q3 2023 in Review

Echo Street Capital Management sold out of Merck (MRK) in Q3 2023, closing a stake of 3,121 shares — an estimated $360K sold.

Echo Street Capital Management first reported a position in MRK in Q2 2020 and held it in 7 quarters. The position peaked at $1.41M in Q4 2021. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

Echo Street Capital Management reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,121 Merck shares in Q3 2023, an estimated $360K.
Echo Street Capital Management first reported a position in Merck in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Merck position peaked at $1.41M in Q4 2021.
3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.