Family Asset Management’s Merck MRK Stock Holding History

Family Asset 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
2024 Q1	–	Sell	-1,862	Closed	-$203K	–	194
2023 Q4	$203K	Sell	1,862 -571	-23%	-$59.3K	0.14%	100
2023 Q3	$251K	Sell	2,433 -120	-5%	-$12.9K	0.18%	83
2023 Q2	$295K	Buy	2,553 +127	+5%	+$14.4K	0.2%	81
2023 Q1	$258K	Sell	2,426 -217	-8%	-$23.4K	0.19%	86
2022 Q4	$293K	Buy	+2,643	New	+$270K	0.24%	70

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Family Asset Management's MRK Position: Q1 2024 in Review

Family Asset Management sold out of Merck (MRK) in Q1 2024, closing a stake of 1,862 shares — an estimated $203K sold.

Family Asset Management first reported a position in MRK in Q4 2022 and held it in 5 quarters. The position peaked at $295K in Q2 2023. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Family Asset Management reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
Family Asset Management sold 1,862 Merck shares in Q1 2024, an estimated $203K.
Family Asset Management first reported a position in Merck in Q4 2022 and held it in 5 quarters.
Family Asset Management's Merck position peaked at $295K in Q2 2023.
3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Family Asset Management's 13F filing for Q1 2024, filed 14 May 2024.