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Fernwood Investment Management’s Merck MRK Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-337
Closed -$44.5K – 507
2024
Q1 		$44.5K Buy
+337
New +$41.5K 0.01% 358
2014
Q1 		– Sell
-8,489
Closed -$405K – 123
2013
Q4 		$405K Buy
+8,489
New +$388K 0.27% 89

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

Fernwood Investment Management's MRK Position: Q2 2024 in Review

Fernwood Investment Management sold out of Merck (MRK) in Q2 2024, closing a stake of 337 shares — an estimated $44.5K sold.

Fernwood Investment Management first reported a position in MRK in Q4 2013 and held it in 2 quarters. The position peaked at $405K in Q4 2013. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • Fernwood Investment Management reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 337 Merck shares in Q2 2024, an estimated $44.5K.
  • Fernwood Investment Management first reported a position in Merck in Q4 2013 and held it in 2 quarters.
  • Fernwood Investment Management's Merck position peaked at $405K in Q4 2013.
  • 3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.