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Kiwi Wealth Investments Limited Partnership’s Merck MRK Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-219,516
Closed -$25.3M – 142
2023
Q2 		$25.3M Buy
219,516
+590
+0.3% +$67K 1.57% 13
2023
Q1 		$23.3M Buy
218,926
+60,093
+38% +$6.49M 1.51% 16
2022
Q4 		$17.6M Buy
158,833
+87,994
+124% +$8.99M 1.17% 26
2022
Q3 		$6.46M Hold
70,839
– – 0.45% 57
2022
Q2 		$6.46M Buy
70,839
+5,177
+8% +$459K 0.45% 57
2022
Q1 		$5.39M Sell
65,662
-99,349
-60% -$7.83M 0.29% 101
2021
Q4 		$12.6M Buy
+165,011
New +$13.1M 0.6% 45
2021
Q1 		– Sell
-146,290
Closed -$11.4M – 259
2020
Q4 		$11.4M Buy
146,290
+37,142
+34% +$2.84M 0.67% 33
2020
Q3 		$8.64M Sell
109,148
-115,717
-51% -$9.06M 0.6% 47
2020
Q2 		$16.6M Buy
224,865
+10,592
+5% +$797K 1.34% 12
2020
Q1 		$15.7M Buy
214,273
+4,986
+2% +$392K 1.58% 13
2019
Q4 		$18.2M Buy
209,287
+15,659
+8% +$1.29M 1.33% 15
2019
Q3 		$15.6M Sell
193,628
-25,632
-12% -$2.05M 1.25% 20
2019
Q2 		$17.5M Sell
219,260
-18,655
-8% -$1.43M 1.53% 17
2019
Q1 		$18.9M Buy
237,915
+20,835
+10% +$1.56M 1.72% 8
2018
Q4 		$15.8M Buy
217,080
+79,302
+58% +$5.6M 1.66% 10
2018
Q3 		$9.33M Buy
+137,778
New +$8.78M 0.88% 30
2017
Q4 		– Sell
-205,068
Closed -$12.5M – 165
2017
Q3 		$12.5M Buy
205,068
+97,715
+91% +$5.92M 1.51% 27
2017
Q2 		$6.57M Buy
+107,353
New +$6.53M 0.6% 36
2016
Q4 		– Sell
-87,183
Closed -$5.19M – 156
2016
Q3 		$5.19M Sell
87,183
-158,068
-64% -$9.24M 0.45% 38
2016
Q2 		$13.5M Buy
245,251
+154,329
+170% +$8.21M 1.32% 20
2016
Q1 		$4.59M Buy
+90,922
New +$4.45M 0.47% 62

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kiwi Wealth Investments Limited Partnership's MRK Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Merck (MRK) in Q3 2023, closing a stake of 219,516 shares — an estimated $25.3M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in MRK in Q1 2016 and held it in 22 quarters. The position peaked at $25.3M in Q2 2023. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 219,516 Merck shares in Q3 2023, an estimated $25.3M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Merck in Q1 2016 and held it in 22 quarters.
  • Kiwi Wealth Investments Limited Partnership's Merck position peaked at $25.3M in Q2 2023.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.