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Epic Trust Investment Advisors’s Merck MRK Stock Holding History

Epic Trust Investment 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
2023
Q1 		– Sell
-3,200
Closed -$355K – 122
2022
Q4 		$355K Sell
3,200
-1,279
-29% -$131K 0.53% 60
2022
Q3 		$386K Buy
4,479
+195
+5% +$17.4K 0.53% 54
2022
Q2 		$391K Buy
4,284
+302
+8% +$26.8K 0.74% 37
2022
Q1 		$327K Buy
+3,982
New +$314K 0.51% 44

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

Epic Trust Investment Advisors's MRK Position: Q1 2023 in Review

Epic Trust Investment Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 3,200 shares — an estimated $355K sold.

Epic Trust Investment Advisors first reported a position in MRK in Q1 2022 and held it in 4 quarters. The position peaked at $391K in Q2 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Epic Trust Investment Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 3,200 Merck shares in Q1 2023, an estimated $355K.
  • Epic Trust Investment Advisors first reported a position in Merck in Q1 2022 and held it in 4 quarters.
  • Epic Trust Investment Advisors's Merck position peaked at $391K in Q2 2022.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.