Kades & Cheifetz’s Merck MRK Stock Holding History

Kades & Cheifetz’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	-1,689	Closed	-$209K	–	96
2024 Q2	$209K	Buy	1,689 +8	+0.5%	+$1.03K	0.13%	85
2024 Q1	$222K	Buy	+1,681	New	+$207K	0.14%	81

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

Kades & Cheifetz's MRK Position: Q3 2024 in Review

Kades & Cheifetz sold out of Merck (MRK) in Q3 2024, closing a stake of 1,689 shares — an estimated $209K sold.

Kades & Cheifetz first reported a position in MRK in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Kades & Cheifetz reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Kades & Cheifetz sold 1,689 Merck shares in Q3 2024, an estimated $209K.
Kades & Cheifetz first reported a position in Merck in Q1 2024 and held it in 2 quarters.
Kades & Cheifetz's Merck position peaked at $222K in Q1 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Kades & Cheifetz's 13F filing for Q3 2024, filed 2 Oct 2024.