Enlightenment Research’s Merck MRK Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-8,800	Closed	-$758K	–	50
2022 Q3	$758K	Buy	+8,800	New	+$786K	1.68%	15
2022 Q1	–	Sell	-8,300	Closed	-$636K	–	177
2021 Q4	$636K	Buy	+8,300	New	+$661K	0.9%	34
2021 Q2	–	Sell	-4,716	Closed	-$347K	–	189
2021 Q1	$347K	Buy	+4,716	New	+$348K	0.42%	68
2020 Q3	–	Sell	-3,144	Closed	-$232K	–	104
2020 Q2	$232K	Sell	3,144 -3,039	-49%	-$229K	0.55%	55
2020 Q1	$452K	Buy	+6,183	New	+$486K	0.48%	50
2019 Q4	–	Sell	-5,554	Closed	-$446K	–	101
2019 Q3	$446K	Sell	5,554 -4,192	-43%	-$336K	0.99%	34
2019 Q2	$737K	Sell	9,746 -878	-8%	-$67.2K	0.38%	74
2019 Q1	$843K	Buy	10,624 +9,201	+647%	+$688K	1.64%	17
2018 Q4	$104K	Buy	+1,423	New	+$100K	0.13%	171

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enlightenment Research's MRK Position: Q4 2022 in Review

Enlightenment Research sold out of Merck (MRK) in Q4 2022, closing a stake of 8,800 shares — an estimated $758K sold.

Enlightenment Research first reported a position in MRK in Q4 2018 and held it in 9 quarters. The position peaked at $843K in Q1 2019. 3,235 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

Enlightenment Research reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 8,800 Merck shares in Q4 2022, an estimated $758K.
Enlightenment Research first reported a position in Merck in Q4 2018 and held it in 9 quarters.
Enlightenment Research's Merck position peaked at $843K in Q1 2019.
3,235 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.