James Hambro & Partners’s Merck MRK Stock Holding History

James Hambro & Partners’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
2023 Q3	–	Sell	-1,865	Closed	-$215K	–	56
2023 Q2	$215K	Buy	+1,865	New	+$212K	0.01%	58

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

James Hambro & Partners's MRK Position: Q3 2023 in Review

James Hambro & Partners sold out of Merck (MRK) in Q3 2023, closing a stake of 1,865 shares — an estimated $215K sold.

James Hambro & Partners first reported a position in MRK in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

James Hambro & Partners reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
James Hambro & Partners sold 1,865 Merck shares in Q3 2023, an estimated $215K.
James Hambro & Partners first reported a position in Merck in Q2 2023 and held it in 1 quarter.
James Hambro & Partners's Merck position peaked at $215K in Q2 2023.
3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on James Hambro & Partners's 13F filing for Q3 2023, filed 24 Oct 2023.