Lakewood Asset Management’s Merck MRK Stock Holding History

Lakewood Asset 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
2023 Q1	–	Sell	-103	Closed	-$11K	–	222
2022 Q4	$11K	Buy	+103	New	+$10.5K	0.01%	250

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

Lakewood Asset Management's MRK Position: Q1 2023 in Review

Lakewood Asset Management sold out of Merck (MRK) in Q1 2023, closing a stake of 103 shares — an estimated $11K sold.

Lakewood Asset Management first reported a position in MRK in Q4 2022 and held it in 1 quarter. The position peaked at $11K in Q4 2022. 3,180 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Lakewood Asset Management reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 103 Merck shares in Q1 2023, an estimated $11K.
Lakewood Asset Management first reported a position in Merck in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Merck position peaked at $11K in Q4 2022.
3,180 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.