Joseph P. Lucia & Associates’s Merck MRK Stock Holding History

Joseph P. Lucia & Associates’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	-251	Closed	-$23K	–	312
2022 Q2	$23K	Sell	251 -50	-17%	-$4.43K	0.02%	238
2022 Q1	$25K	Buy	+301	New	+$23.7K	0.02%	244
2021 Q4	–	Sell	-351	Closed	-$26K	–	390
2021 Q3	$26K	Hold	351	–	–	0.02%	277
2021 Q2	$27K	Sell	351 -17	-5%	-$1.26K	0.02%	282
2021 Q1	$27K	Hold	368	–	–	0.01%	267
2020 Q4	$29K	Buy	+368	New	+$28.1K	0.02%	231
2020 Q3	–	Sell	-420	Closed	-$31K	–	315
2020 Q2	$31K	Hold	420	–	–	0.03%	205
2020 Q1	$31K	Sell	420 -26	-6%	-$2.04K	0.03%	195
2019 Q4	$39K	Buy	446 +104	+30%	+$8.54K	0.04%	196
2019 Q3	$27K	Hold	342	–	–	0.03%	221
2019 Q2	$27K	Sell	342 -27,313	-99%	-$2.09M	0.03%	221
2019 Q1	$326	Buy	+27,655	New	+$2.07M	0.02%	189

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

Joseph P. Lucia & Associates's MRK Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Merck (MRK) in Q3 2022, closing a stake of 251 shares — an estimated $23K sold.

Joseph P. Lucia & Associates first reported a position in MRK in Q1 2019 and held it in 12 quarters. The position peaked at $39K in Q4 2019. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Merck position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 251 Merck shares in Q3 2022, an estimated $23K.
Joseph P. Lucia & Associates first reported a position in Merck in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Merck position peaked at $39K in Q4 2019.
2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.