Jay D. Rosenbaum’s Merck MRK Stock Holding History

Jay D. Rosenbaum’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 Q3	–	Sell	-3,100	Closed	-$283K	–	63
2022 Q2	$283K	Hold	3,100	–	–	0.55%	49
2022 Q1	$254K	Hold	3,100	–	–	0.4%	56
2021 Q4	$238K	Buy	+3,100	New	+$247K	0.35%	62
2018 Q1	–	Sell	-4,192	Closed	-$225K	–	54
2017 Q4	$225K	Hold	4,192	–	–	0.41%	52
2017 Q3	$256K	Hold	4,192	–	–	0.49%	52
2017 Q2	$256K	Hold	4,192	–	–	0.51%	51
2017 Q1	$254K	Hold	4,192	–	–	0.54%	48
2016 Q4	$235K	Hold	4,192	–	–	0.54%	46
2016 Q3	$250K	Hold	4,192	–	–	0.03%	45
2016 Q2	$230K	Hold	4,192	–	–	0.03%	48
2016 Q1	$212K	Hold	4,192	–	–	0.05%	43
2015 Q4	$211K	Buy	+4,192	New	+$211K	0.06%	37
2015 Q3	–	Sell	-4,192	Closed	-$228K	–	37
2015 Q2	$228K	Hold	4,192	–	–	0.05%	38
2015 Q1	$230K	Hold	4,192	–	–	0.05%	39
2014 Q4	$227K	Buy	+4,192	New	+$234K	0.05%	40

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Jay D. Rosenbaum's MRK Position: Q3 2022 in Review

Jay D. Rosenbaum sold out of Merck (MRK) in Q3 2022, closing a stake of 3,100 shares — an estimated $283K sold.

Jay D. Rosenbaum first reported a position in MRK in Q4 2014 and held it in 15 quarters. The position peaked at $283K in Q2 2022. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

Jay D. Rosenbaum reported no remaining Merck position as of Q3 2022 after selling out during the quarter.
Jay D. Rosenbaum sold 3,100 Merck shares in Q3 2022, an estimated $283K.
Jay D. Rosenbaum first reported a position in Merck in Q4 2014 and held it in 15 quarters.
Jay D. Rosenbaum's Merck position peaked at $283K in Q2 2022.
2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Jay D. Rosenbaum's 13F filing for Q3 2022, filed 10 Nov 2022.