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FourThought Financial’s Merck MRK Stock Holding History

FourThought Financial’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
Q3 		$758K Sell
8,806
-1,107
-11% -$98.8K 0.11% 132
2022
Q2 		$904K Sell
9,913
-191
-2% -$16.9K 0.13% 121
2022
Q1 		$816K Buy
10,104
+254
+3% +$20K 0.1% 138
2021
Q4 		$755K Buy
9,850
+141
+1% +$11.2K 0.09% 146
2021
Q3 		$729K Sell
9,709
-194
-2% -$14.8K 0.1% 156
2021
Q2 		$770K Sell
9,903
-519
-5% -$38.6K 0.1% 161
2021
Q1 		$766K Sell
10,422
-181
-2% -$13.4K 0.11% 147
2020
Q4 		$827K Buy
+10,603
New +$811K 0.13% 130

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

FourThought Financial's MRK Position: Q3 2022 in Review

FourThought Financial reduced its Merck (MRK) stake by 11% in Q3 2022, selling an estimated $98.8K and leaving 8,806 shares worth $758K. The position accounts for 0.11% of the portfolio, ranked #132.

FourThought Financial first reported a position in MRK in Q4 2020 and has held it in 8 quarters since. The position peaked at $904K in Q2 2022. 2,990 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

  • FourThought Financial held 8,806 shares of Merck worth $758K as of Q3 2022.
  • FourThought Financial sold 1,107 Merck shares in Q3 2022, an estimated $98.8K.
  • Merck made up 0.11% of FourThought Financial's portfolio in Q3 2022, its #132 holding.
  • FourThought Financial first reported a position in Merck in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Merck position peaked at $904K in Q2 2022.
  • 2,990 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.