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KB Financial Partners’s Merck MRK Stock Holding History

KB Financial 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 		$736K Buy
7,150
+17
+0.2% +$1.83K 0.21% 53
2023
Q2 		$823K Sell
7,133
-5,155
-42% -$585K 0.23% 50
2023
Q1 		$1.31M Sell
12,288
-89
-0.7% -$9.61K 0.38% 22
2022
Q4 		$1.37M Sell
12,377
-804
-6% -$82.2K 0.47% 23
2022
Q3 		$1.14M Buy
13,181
+1,818
+16% +$162K 0.41% 21
2022
Q2 		$1.04M Buy
11,363
+3,866
+52% +$343K 0.36% 21
2022
Q1 		$615K Buy
7,497
+268
+4% +$21.1K 0.17% 54
2021
Q4 		$554K Buy
+7,229
New +$576K 0.16% 60
2021
Q3 		– Sell
-2,526
Closed -$196K – 419
2021
Q2 		$196K Sell
2,526
-310
-11% -$23.1K 0.07% 155
2021
Q1 		$209K Buy
+2,836
New +$209K 0.09% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KB Financial Partners's MRK Position: Q3 2023 in Review

KB Financial Partners increased its Merck (MRK) stake by 0.24% in Q3 2023, buying an estimated $1.83K and bringing the position to 7,150 shares worth $736K. The position accounts for 0.21% of the portfolio, ranked #53.

KB Financial Partners first reported a position in MRK in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2022. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • KB Financial Partners held 7,150 shares of Merck worth $736K as of Q3 2023.
  • KB Financial Partners bought 17 Merck shares in Q3 2023, an estimated $1.83K.
  • Merck made up 0.21% of KB Financial Partners's portfolio in Q3 2023, its #53 holding.
  • KB Financial Partners first reported a position in Merck in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Merck position peaked at $1.37M in Q4 2022.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.