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KLR Investment Advisors’s Merck MRK Stock Holding History

KLR Investment Advisors’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
Q1 		$695K Sell
5,475
-61
-1% -$7.52K 0.5% 50
2023
Q4 		$608K Buy
5,536
+280
+5% +$29.1K 0.44% 55
2023
Q3 		$563K Sell
5,256
-452
-8% -$48.7K 0.51% 50
2023
Q2 		$663K Buy
5,708
+174
+3% +$19.8K 0.55% 43
2023
Q1 		$593K Sell
5,534
-1,073
-16% -$116K 0.52% 47
2022
Q4 		$738K Buy
+6,607
New +$675K 0.61% 36

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

KLR Investment Advisors's MRK Position: Q1 2024 in Review

KLR Investment Advisors reduced its Merck (MRK) stake by 1.1% in Q1 2024, selling an estimated $7.52K and leaving 5,475 shares worth $695K. The position accounts for 0.5% of the portfolio, ranked #50.

KLR Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 6 quarters since. The position peaked at $738K in Q4 2022. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • KLR Investment Advisors held 5,475 shares of Merck worth $695K as of Q1 2024.
  • KLR Investment Advisors sold 61 Merck shares in Q1 2024, an estimated $7.52K.
  • Merck made up 0.5% of KLR Investment Advisors's portfolio in Q1 2024, its #50 holding.
  • KLR Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Merck position peaked at $738K in Q4 2022.
  • 3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.