Knowledge Leaders Capital’s Merck MRK Stock Holding History

Knowledge Leaders Capital’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 Q1	–	Sell	-7,333	Closed	-$814K	–	79
2022 Q4	$814K	Sell	7,333 -7	-0.1%	-$716	1.08%	32
2022 Q3	$632K	Sell	7,340 -4,140	-36%	-$370K	0.81%	50
2022 Q2	$1.05M	Buy	+11,480	New	+$1.02M	1.01%	33
2020 Q2	–	Sell	-19,196	Closed	-$1.41M	–	113
2020 Q1	$1.41M	Buy	+19,196	New	+$1.51M	4.51%	11
2017 Q3	–	Sell	-89,215	Closed	-$5.46M	–	61
2017 Q2	$5.46M	Buy	89,215 +695	+0.8%	+$42.3K	3.47%	13
2017 Q1	$5.37M	Sell	88,520 -91,292	-51%	-$5.54M	3.56%	15
2016 Q4	$10.1M	Buy	+179,812	New	+$10.5M	3.14%	21
2014 Q3	–	Sell	-18,822	Closed	-$1.04M	–	39
2014 Q2	$1.04M	Hold	18,822	–	–	0.3%	36
2014 Q1	$1.02M	Buy	+18,822	New	+$975K	0.29%	33

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

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

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

Knowledge Leaders Capital's MRK Position: Q1 2023 in Review

Knowledge Leaders Capital sold out of Merck (MRK) in Q1 2023, closing a stake of 7,333 shares — an estimated $814K sold.

Knowledge Leaders Capital first reported a position in MRK in Q1 2014 and held it in 9 quarters. The position peaked at $10.1M in Q4 2016. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Knowledge Leaders Capital reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 7,333 Merck shares in Q1 2023, an estimated $814K.
Knowledge Leaders Capital first reported a position in Merck in Q1 2014 and held it in 9 quarters.
Knowledge Leaders Capital's Merck position peaked at $10.1M in Q4 2016.
3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Knowledge Leaders Capital's 13F filing for Q1 2023, filed 4 May 2023.