Idaho Trust Bank’s Merck MRK Stock Holding History

Idaho Trust Bank’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 Q2	–	Sell	-2,007	Closed	-$265K	–	112
2024 Q1	$265K	Buy	+2,007	New	+$247K	0.26%	78

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Idaho Trust Bank's MRK Position: Q2 2024 in Review

Idaho Trust Bank sold out of Merck (MRK) in Q2 2024, closing a stake of 2,007 shares — an estimated $265K sold.

Idaho Trust Bank first reported a position in MRK in Q1 2024 and held it in 1 quarter. The position peaked at $265K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Idaho Trust Bank reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Idaho Trust Bank sold 2,007 Merck shares in Q2 2024, an estimated $265K.
Idaho Trust Bank first reported a position in Merck in Q1 2024 and held it in 1 quarter.
Idaho Trust Bank's Merck position peaked at $265K in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.