Lakeshore Financial Planning’s Merck MRK Stock Holding History

Lakeshore Financial Planning’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 Q2	–	Sell	-1,592	Closed	-$210K	–	70
2024 Q1	$210K	Buy	+1,592	New	+$196K	0.11%	64

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lakeshore Financial Planning's MRK Position: Q2 2024 in Review

Lakeshore Financial Planning sold out of Merck (MRK) in Q2 2024, closing a stake of 1,592 shares — an estimated $210K sold.

Lakeshore Financial Planning first reported a position in MRK in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Lakeshore Financial Planning reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Lakeshore Financial Planning sold 1,592 Merck shares in Q2 2024, an estimated $210K.
Lakeshore Financial Planning first reported a position in Merck in Q1 2024 and held it in 1 quarter.
Lakeshore Financial Planning's Merck position peaked at $210K in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Lakeshore Financial Planning's 13F filing for Q2 2024, filed 25 Jul 2024.