Gates Foundation Trust’s Merck MRK Stock Holding History

Gates Foundation Trust’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
2023 Q4	–	Sell	-17,740	Closed	-$1.83M	–	53
2023 Q3	$1.83M	Buy	+17,740	New	+$1.91M	﹤0.01%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust's MRK Position: Q4 2023 in Review

Gates Foundation Trust sold out of Merck (MRK) in Q4 2023, closing a stake of 17,740 shares — an estimated $1.83M sold.

Gates Foundation Trust first reported a position in MRK in Q3 2023 and held it in 1 quarter. The position peaked at $1.83M in Q3 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

Gates Foundation Trust reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
Gates Foundation Trust sold 17,740 Merck shares in Q4 2023, an estimated $1.83M.
Gates Foundation Trust first reported a position in Merck in Q3 2023 and held it in 1 quarter.
Gates Foundation Trust's Merck position peaked at $1.83M in Q3 2023.
3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.