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Kapitalo Investimentos’s Merck MRK Stock Holding History

Kapitalo Investimentos’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
Q2 		– Sell
-2,904
Closed -$383K – 255
2024
Q1 		$383K Buy
+2,904
New +$358K 0.08% 125
2023
Q4 		– Sell
-548
Closed -$56.4K – 652
2023
Q3 		$56.4K Sell
548
-5,588
-91% -$602K 0.01% 471
2023
Q2 		$708K Buy
+6,136
New +$697K 0.13% 55

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kapitalo Investimentos's MRK Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Merck (MRK) in Q2 2024, closing a stake of 2,904 shares — an estimated $383K sold.

Kapitalo Investimentos first reported a position in MRK in Q2 2023 and held it in 3 quarters. The position peaked at $708K in Q2 2023. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

  • Kapitalo Investimentos reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,904 Merck shares in Q2 2024, an estimated $383K.
  • Kapitalo Investimentos first reported a position in Merck in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Merck position peaked at $708K in Q2 2023.
  • 3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.