Estate Counselors’s Merck MRK Stock Holding History

Estate Counselors’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	-584	Closed	-$50K	–	173
2022 Q3	$50K	Hold	584	–	–	0.01%	138
2022 Q2	$53K	Hold	584	–	–	0.01%	142
2022 Q1	$47K	Hold	584	–	–	0.01%	153
2021 Q4	$44K	Hold	584	–	–	0.01%	159
2021 Q3	$43K	Hold	584	–	–	0.01%	166
2021 Q2	$45K	Sell	584 -28	-5%	-$2.08K	0.01%	162
2021 Q1	$45K	Hold	612	–	–	0.01%	158
2020 Q4	$48K	Sell	612 -6,030	-91%	-$461K	0.01%	130
2020 Q3	$526K	Buy	6,642 +6,030	+985%	+$472K	0.08%	82
2020 Q2	$45K	Buy	+612	New	+$46.1K	0.01%	142

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

Estate Counselors's MRK Position: Q4 2022 in Review

Estate Counselors sold out of Merck (MRK) in Q4 2022, closing a stake of 584 shares — an estimated $50K sold.

Estate Counselors first reported a position in MRK in Q2 2020 and held it in 10 quarters. The position peaked at $526K in Q3 2020. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

Estate Counselors reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 584 Merck shares in Q4 2022, an estimated $50K.
Estate Counselors first reported a position in Merck in Q2 2020 and held it in 10 quarters.
Estate Counselors's Merck position peaked at $526K in Q3 2020.
3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.