KIG
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Kowal Investment Group’s Merck MRK Stock Holding History

Kowal Investment 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 		$1.18M Buy
10,358
+376
+4% +$44.7K 0.22% 68
2024
Q2 		$1.24M Buy
9,982
+589
+6% +$75.9K 0.25% 61
2024
Q1 		$1.24M Buy
9,393
+1,326
+16% +$163K 0.27% 60
2023
Q4 		$879K Sell
8,067
-760
-9% -$78.9K 0.21% 68
2023
Q3 		$909K Buy
8,827
+321
+4% +$34.6K 0.25% 57
2023
Q2 		$982K Sell
8,506
-45
-0.5% -$5.11K 0.26% 53
2023
Q1 		$910K Buy
8,551
+508
+6% +$54.8K 0.26% 53
2022
Q4 		$892K Buy
8,043
+693
+9% +$70.8K 0.27% 52
2022
Q3 		$633K Buy
7,350
+1,790
+32% +$160K 0.21% 61
2022
Q2 		$507K Buy
5,560
+1,141
+26% +$101K 0.17% 61
2022
Q1 		$363K Buy
4,419
+979
+28% +$77.2K 0.11% 80
2021
Q4 		$264K Buy
3,440
+321
+10% +$25.6K 0.08% 91
2021
Q3 		$234K Sell
3,119
-357
-10% -$27.2K 0.07% 89
2021
Q2 		$270K Sell
3,476
-545
-14% -$40.5K 0.1% 77
2021
Q1 		$296K Sell
4,021
-394
-9% -$29.1K 0.12% 69
2020
Q4 		$350K Buy
+4,415
New +$338K 0.16% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's MRK Position: Q3 2024 in Review

Kowal Investment Group increased its Merck (MRK) stake by 3.8% in Q3 2024, buying an estimated $44.7K and bringing the position to 10,358 shares worth $1.18M. The position accounts for 0.22% of the portfolio, ranked #68.

Kowal Investment Group first reported a position in MRK in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.24M in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Kowal Investment Group held 10,358 shares of Merck worth $1.18M as of Q3 2024.
  • Kowal Investment Group bought 376 Merck shares in Q3 2024, an estimated $44.7K.
  • Merck made up 0.22% of Kowal Investment Group's portfolio in Q3 2024, its #68 holding.
  • Kowal Investment Group first reported a position in Merck in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Merck position peaked at $1.24M in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.