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Freedman Financial Associates’s Merck MRK Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-4,618
Closed -$386K – 265
2022
Q1 		$386K Hold
4,618
– – 0.27% 45
2021
Q4 		$354K Hold
4,618
– – 0.24% 45
2021
Q3 		$347K Hold
4,618
– – 0.25% 44
2021
Q2 		$359K Sell
4,618
-194
-4% -$14.4K 0.27% 42
2021
Q1 		$354K Buy
4,812
+51
+1% +$3.76K 0.29% 39
2020
Q4 		$372K Buy
+4,761
New +$364K 0.33% 38

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Freedman Financial Associates's MRK Position: Q2 2022 in Review

Freedman Financial Associates sold out of Merck (MRK) in Q2 2022, closing a stake of 4,618 shares — an estimated $386K sold.

Freedman Financial Associates first reported a position in MRK in Q4 2020 and held it in 6 quarters. The position peaked at $386K in Q1 2022. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

  • Freedman Financial Associates reported no remaining Merck position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 4,618 Merck shares in Q2 2022, an estimated $386K.
  • Freedman Financial Associates first reported a position in Merck in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Merck position peaked at $386K in Q1 2022.
  • 3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.