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GYL Financial Synergies’s Merck MRK Stock Holding History

GYL Financial Synergies’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 		$4.99M Sell
43,908
-21,268
-33% -$2.53M 0.37% 67
2024
Q2 		$8.07M Buy
65,176
+3,804
+6% +$490K 0.62% 41
2024
Q1 		$8.1M Buy
61,372
+7,482
+14% +$922K 0.64% 39
2023
Q4 		$5.88M Sell
53,890
-1,332
-2% -$138K 0.49% 53
2023
Q3 		$5.69M Sell
55,222
-79,915
-59% -$8.61M 0.55% 44
2023
Q2 		$15.6M Buy
135,137
+15,775
+13% +$1.79M 1.42% 12
2023
Q1 		$12.7M Buy
119,362
+104,540
+705% +$11.3M 1.52% 13
2022
Q4 		$1.64M Sell
14,822
-6,401
-30% -$654K 0.36% 45
2022
Q3 		$1.83M Buy
21,223
+91
+0.4% +$8.12K 0.5% 33
2022
Q2 		$1.93M Buy
21,132
+680
+3% +$60.3K 0.53% 28
2022
Q1 		$1.68M Sell
20,452
-1,946
-9% -$153K 0.4% 31
2021
Q4 		$1.72M Buy
22,398
+9,892
+79% +$788K 0.46% 36
2021
Q3 		$939K Sell
12,506
-15
-0.1% -$1.14K 0.48% 45
2021
Q2 		$974K Buy
12,521
+969
+8% +$72.1K 0.5% 44
2021
Q1 		$850K Buy
11,552
+6,659
+136% +$491K 0.47% 49
2020
Q4 		$382K Sell
4,893
-1,269
-21% -$97.1K 0.22% 112
2020
Q3 		$488K Buy
6,162
+1,875
+44% +$147K 0.32% 81
2020
Q2 		$316K Buy
4,287
+142
+3% +$10.7K 0.23% 108
2020
Q1 		$304K Sell
4,145
-41
-1% -$3.22K 0.19% 102
2019
Q4 		$363K Sell
4,186
-776
-16% -$63.7K 0.16% 110
2019
Q3 		$399K Buy
4,962
+2,255
+83% +$181K 0.2% 96
2019
Q2 		$217K Buy
2,707
+87
+3% +$6.66K 0.11% 145
2019
Q1 		$208K Buy
+2,620
New +$196K 0.12% 153

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's MRK Position: Q3 2024 in Review

GYL Financial Synergies reduced its Merck (MRK) stake by 33% in Q3 2024, selling an estimated $2.53M and leaving 43,908 shares worth $4.99M. The position accounts for 0.37% of the portfolio, ranked #67.

GYL Financial Synergies first reported a position in MRK in Q1 2019 and has held it in 23 quarters since. The position peaked at $15.6M in Q2 2023. 3,496 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • GYL Financial Synergies held 43,908 shares of Merck worth $4.99M as of Q3 2024.
  • GYL Financial Synergies sold 21,268 Merck shares in Q3 2024, an estimated $2.53M.
  • Merck made up 0.37% of GYL Financial Synergies's portfolio in Q3 2024, its #67 holding.
  • GYL Financial Synergies first reported a position in Merck in Q1 2019 and has held it in 23 quarters since.
  • GYL Financial Synergies's Merck position peaked at $15.6M in Q2 2023.
  • 3,496 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.