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Hart & Patterson Financial Group’s Merck MRK Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$439K Sell
4,415
-70
-2% -$7.22K 0.21% 52
2024
Q3 		$509K Sell
4,485
-36
-0.8% -$4.28K 0.24% 49
2024
Q2 		$560K Buy
4,521
+43
+1% +$5.54K 0.28% 47
2024
Q1 		$591K Sell
4,478
-28
-0.6% -$3.45K 0.29% 45
2023
Q4 		$491K Buy
+4,506
New +$468K 0.26% 43

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hart & Patterson Financial Group's MRK Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Merck (MRK) stake by 1.6% in Q4 2024, selling an estimated $7.22K and leaving 4,415 shares worth $439K. The position accounts for 0.21% of the portfolio, ranked #52.

Hart & Patterson Financial Group first reported a position in MRK in Q4 2023 and has held it in 5 quarters since. The position peaked at $591K in Q1 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Hart & Patterson Financial Group held 4,415 shares of Merck worth $439K as of Q4 2024.
  • Hart & Patterson Financial Group sold 70 Merck shares in Q4 2024, an estimated $7.22K.
  • Merck made up 0.21% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #52 holding.
  • Hart & Patterson Financial Group first reported a position in Merck in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Merck position peaked at $591K in Q1 2024.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.