Kenfarb & Co’s Merck MRK Stock Holding History

Kenfarb & Co’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	$697K	Hold	5,800	–	–	0.64%	44
2023 Q2	$669K	Hold	5,800	–	–	0.58%	50
2023 Q1	$617K	Hold	5,800	–	–	0.55%	54
2022 Q4	$644K	Hold	5,800	–	–	0.57%	54
2022 Q3	$499K	Hold	5,800	–	–	0.47%	59
2022 Q2	$476K	Hold	5,800	–	–	0.38%	67
2022 Q1	$476K	Hold	5,800	–	–	0.38%	67
2021 Q4	$444K	Buy	+5,800	New	+$462K	0.32%	71

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kenfarb & Co's MRK Position: Q3 2023 in Review

Kenfarb & Co held its Merck (MRK) position steady in Q3 2023 at 5,800 shares worth $697K. The position accounts for 0.64% of the portfolio, ranked #44.

Kenfarb & Co first reported a position in MRK in Q4 2021 and has held it in 8 quarters since. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

Kenfarb & Co held 5,800 shares of Merck worth $697K as of Q3 2023.
Kenfarb & Co left its Merck share count unchanged in Q3 2023.
Merck made up 0.64% of Kenfarb & Co's portfolio in Q3 2023, its #44 holding.
Kenfarb & Co first reported a position in Merck in Q4 2021 and has held it in 8 quarters since.
3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.