HIM
MRK icon

Hotaling Investment Management’s Merck MRK Stock Holding History

Hotaling Investment Management’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
Q4 		$2.64M Buy
23,792
+75
+0.3% +$7.67K 1.19% 26
2022
Q3 		$2.04M Sell
23,717
-16,633
-41% -$1.48M 0.98% 32
2022
Q2 		$3.68M Buy
40,350
+16,340
+68% +$1.45M 1.6% 13
2022
Q1 		$1.97M Sell
24,010
-16,300
-40% -$1.29M 0.76% 46
2021
Q4 		$3.09M Buy
40,310
+26,300
+188% +$2.09M 1.07% 29
2021
Q3 		$1.05M Sell
14,010
-6,300
-31% -$479K 0.44% 67
2021
Q2 		$1.58M Buy
20,310
+5,371
+36% +$399K 0.64% 59
2021
Q1 		$1.1M Buy
14,939
+214
+1% +$15.8K 0.49% 63
2020
Q4 		$1.15M Sell
14,725
-27
-0.2% -$2.06K 0.54% 60
2020
Q3 		$1.17M Buy
14,752
+5,502
+59% +$431K 0.63% 54
2020
Q2 		$683K Hold
9,250
– – 0.39% 71
2020
Q1 		$679K Hold
9,250
– – 0.51% 61
2019
Q4 		$803K Hold
9,250
– – 0.46% 69
2019
Q3 		$743K Sell
9,250
-339
-4% -$27.2K 0.48% 69
2019
Q2 		$767K Sell
9,589
-150
-2% -$11.5K 0.49% 71
2019
Q1 		$773K Sell
9,739
-997
-9% -$74.6K 0.52% 66
2018
Q4 		$783K Buy
+10,736
New +$758K 0.64% 60

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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

Hotaling Investment Management's MRK Position: Q4 2022 in Review

Hotaling Investment Management increased its Merck (MRK) stake by 0.32% in Q4 2022, buying an estimated $7.67K and bringing the position to 23,792 shares worth $2.64M. The position accounts for 1.19% of the portfolio, ranked #26.

Hotaling Investment Management first reported a position in MRK in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.68M in Q2 2022. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Hotaling Investment Management held 23,792 shares of Merck worth $2.64M as of Q4 2022.
  • Hotaling Investment Management bought 75 Merck shares in Q4 2022, an estimated $7.67K.
  • Merck made up 1.19% of Hotaling Investment Management's portfolio in Q4 2022, its #26 holding.
  • Hotaling Investment Management first reported a position in Merck in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's Merck position peaked at $3.68M in Q2 2022.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.