Jackson Creek Investment Advisors’s Merck MRK Stock Holding History

Jackson Creek Investment Advisors’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	–	Sell	-3,485	Closed	-$431K	–	336
2024 Q2	$431K	Buy	3,485 +29	+0.8%	+$3.74K	0.16%	238
2024 Q1	$456K	Sell	3,456 -25	-0.7%	-$3.08K	0.16%	254
2023 Q4	$379K	Sell	3,481 -17	-0.5%	-$1.76K	0.15%	265
2023 Q3	$360K	Sell	3,498 -3,979	-53%	-$429K	0.15%	265
2023 Q2	$863K	Buy	+7,477	New	+$849K	0.35%	158
2023 Q1	–	Sell	-6,006	Closed	-$666K	–	344
2022 Q4	$666K	Sell	6,006 -371	-6%	-$37.9K	0.3%	192
2022 Q3	$549K	Buy	6,377 +1,190	+23%	+$106K	0.26%	205
2022 Q2	$463K	Buy	+5,187	New	+$460K	0.19%	246
2022 Q1	–	Sell	-2,917	Closed	-$224K	–	333
2021 Q4	$224K	Buy	+2,917	New	+$232K	0.08%	297

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

Jackson Creek Investment Advisors's MRK Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Merck (MRK) in Q3 2024, closing a stake of 3,485 shares — an estimated $431K sold.

Jackson Creek Investment Advisors first reported a position in MRK in Q4 2021 and held it in 9 quarters. The position peaked at $863K in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Jackson Creek Investment Advisors reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 3,485 Merck shares in Q3 2024, an estimated $431K.
Jackson Creek Investment Advisors first reported a position in Merck in Q4 2021 and held it in 9 quarters.
Jackson Creek Investment Advisors's Merck position peaked at $863K in Q2 2023.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.