First Trust Investment Solutions’s Merck MRK Stock Holding History

First Trust Investment Solutions’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 Q3	$11.9M	Buy	104,473 +90,299	+637%	+$10.7M	1.34%	11
2024 Q2	$1.75M	Buy	14,174 +2,032	+17%	+$262K	0.25%	99
2024 Q1	$1.6M	Sell	12,142 -2,044	-14%	-$252K	0.28%	77
2023 Q4	$1.55M	Buy	+14,186	New	+$1.47M	0.32%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Investment Solutions's MRK Position: Q3 2024 in Review

First Trust Investment Solutions increased its Merck (MRK) stake by 637% in Q3 2024, buying an estimated $10.7M and bringing the position to 104,473 shares worth $11.9M. The position accounts for 1.34% of the portfolio, ranked #11.

First Trust Investment Solutions first reported a position in MRK in Q4 2023 and has held it in 4 quarters since. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

First Trust Investment Solutions held 104,473 shares of Merck worth $11.9M as of Q3 2024.
First Trust Investment Solutions bought 90,299 Merck shares in Q3 2024, an estimated $10.7M.
Merck made up 1.34% of First Trust Investment Solutions's portfolio in Q3 2024, its #11 holding.
First Trust Investment Solutions first reported a position in Merck in Q4 2023 and has held it in 4 quarters since.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.