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Fulcrum Capital’s Merck MRK Stock Holding History

Fulcrum Capital’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 		– Sell
-1,710
Closed -$212K – 112
2024
Q2 		$212K Hold
1,710
– – 0.05% 105
2024
Q1 		$226K Sell
1,710
-1,150
-40% -$142K 0.05% 111
2023
Q4 		$312K Hold
2,860
– – 0.08% 87
2023
Q3 		$294K Hold
2,860
– – 0.09% 83
2023
Q2 		$330K Hold
2,860
– – 0.09% 86
2023
Q1 		$304K Buy
+2,860
New +$309K 0.08% 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

Fulcrum Capital's MRK Position: Q3 2024 in Review

Fulcrum Capital sold out of Merck (MRK) in Q3 2024, closing a stake of 1,710 shares — an estimated $212K sold.

Fulcrum Capital first reported a position in MRK in Q1 2023 and held it in 6 quarters. The position peaked at $330K in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Fulcrum Capital reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Fulcrum Capital sold 1,710 Merck shares in Q3 2024, an estimated $212K.
  • Fulcrum Capital first reported a position in Merck in Q1 2023 and held it in 6 quarters.
  • Fulcrum Capital's Merck position peaked at $330K in Q2 2023.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Fulcrum Capital's 13F filing for Q3 2024, filed 22 Oct 2024.