Lake Point Wealth Management’s Merck MRK Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$47K	Hold	518	–	–	0.03%	73
2022 Q1	$43K	Hold	518	–	–	0.02%	72
2021 Q4	$40K	Hold	518	–	–	0.02%	80
2021 Q3	$39K	Hold	518	–	–	0.02%	69
2021 Q2	$40K	Buy	+518	New	+$38.5K	0.02%	73
2020 Q1	$40K	Buy	543 +333	+159%	+$26.2K	0.04%	49
2019 Q4	$18K	Buy	+210	New	+$17.2K	0.01%	220
2019 Q2	$67K	Hold	833	–	–	0.02%	108
2019 Q1	$67K	Sell	833 -748	-47%	-$55.9K	0.02%	108
2018 Q4	$115K	Buy	+1,581	New	+$112K	0.04%	198

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lake Point Wealth Management's MRK Position: Q2 2022 in Review

Lake Point Wealth Management held its Merck (MRK) position steady in Q2 2022 at 518 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #73.

Lake Point Wealth Management first reported a position in MRK in Q4 2018 and has held it in 10 quarters since. The position peaked at $115K in Q4 2018. 3,013 funds tracked by Wall St. Rank hold MRK as of Q2 2022.

Lake Point Wealth Management held 518 shares of Merck worth $47K as of Q2 2022.
Lake Point Wealth Management left its Merck share count unchanged in Q2 2022.
Merck made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #73 holding.
Lake Point Wealth Management first reported a position in Merck in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Merck position peaked at $115K in Q4 2018.
3,013 funds tracked by Wall St. Rank held Merck as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.