EA
MRK icon

Echo45 Advisors’s Merck MRK Stock Holding History

Echo45 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
Q3 		– Sell
-1,748
Closed -$216K – 50
2024
Q2 		$216K Sell
1,748
-208
-11% -$26.8K 0.15% 45
2024
Q1 		$258K Sell
1,956
-40
-2% -$4.93K 0.19% 39
2023
Q4 		$218K Buy
+1,996
New +$207K 0.17% 43
2023
Q3 		– Sell
-1,994
Closed -$230K – 48
2023
Q2 		$230K Sell
1,994
-205
-9% -$23.3K 0.19% 41
2023
Q1 		$234K Sell
2,199
-105
-5% -$11.3K 0.19% 40
2022
Q4 		$256K Buy
+2,304
New +$236K 0.23% 36
2022
Q3 		– Sell
-2,290
Closed -$209K – 49
2022
Q2 		$209K Sell
2,290
-825
-26% -$73.1K 0.2% 45
2022
Q1 		$256K Sell
3,115
-643
-17% -$50.7K 0.2% 59
2021
Q4 		$288K Buy
+3,758
New +$299K 0.23% 71

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

Echo45 Advisors's MRK Position: Q3 2024 in Review

Echo45 Advisors sold out of Merck (MRK) in Q3 2024, closing a stake of 1,748 shares — an estimated $216K sold.

Echo45 Advisors first reported a position in MRK in Q4 2021 and held it in 9 quarters. The position peaked at $288K in Q4 2021. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Echo45 Advisors reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Echo45 Advisors sold 1,748 Merck shares in Q3 2024, an estimated $216K.
  • Echo45 Advisors first reported a position in Merck in Q4 2021 and held it in 9 quarters.
  • Echo45 Advisors's Merck position peaked at $288K in Q4 2021.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Echo45 Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.