Kerntke Otto McGlone Wealth Management Group’s Merck MRK Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	-1,646	Closed	-$204K	–	80
2024 Q2	$204K	Sell	1,646 -14	-0.8%	-$1.8K	0.19%	72
2024 Q1	$219K	Buy	+1,660	New	+$205K	0.22%	66
2021 Q3	–	Sell	-9,982	Closed	-$776K	–	97
2021 Q2	$776K	Sell	9,982 -632	-6%	-$47K	0.31%	54
2021 Q1	$781K	Buy	10,614 +1,180	+13%	+$87K	0.41%	50
2020 Q4	$736K	Buy	9,434 +117	+1%	+$8.95K	0.43%	52
2020 Q3	$737K	Buy	9,317 +1,422	+18%	+$111K	0.54%	49
2020 Q2	$582K	Buy	7,895 +365	+5%	+$27.5K	0.53%	47
2020 Q1	$553K	Buy	7,530 +319	+4%	+$25.1K	0.62%	44
2019 Q4	$626K	Buy	+7,211	New	+$592K	0.53%	52

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

Kerntke Otto McGlone Wealth Management Group's MRK Position: Q3 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Merck (MRK) in Q3 2024, closing a stake of 1,646 shares — an estimated $204K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in MRK in Q4 2019 and held it in 9 quarters. The position peaked at $781K in Q1 2021. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Kerntke Otto McGlone Wealth Management Group reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 1,646 Merck shares in Q3 2024, an estimated $204K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Merck in Q4 2019 and held it in 9 quarters.
Kerntke Otto McGlone Wealth Management Group's Merck position peaked at $781K in Q1 2021.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.