LEFP
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Leading Edge Financial Planning’s Merck MRK Stock Holding History

Leading Edge 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
2023
Q4 		– Sell
-2,259
Closed -$233K – 66
2023
Q3 		$233K Sell
2,259
-23
-1% -$2.48K 0.15% 59
2023
Q2 		$263K Buy
2,282
+251
+12% +$28.5K 0.17% 54
2023
Q1 		$216K Buy
2,031
+8
+0.4% +$864 0.16% 63
2022
Q4 		$224K Buy
+2,023
New +$207K 0.19% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Leading Edge Financial Planning's MRK Position: Q4 2023 in Review

Leading Edge Financial Planning sold out of Merck (MRK) in Q4 2023, closing a stake of 2,259 shares — an estimated $233K sold.

Leading Edge Financial Planning first reported a position in MRK in Q4 2022 and held it in 4 quarters. The position peaked at $263K in Q2 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Leading Edge Financial Planning reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
  • Leading Edge Financial Planning sold 2,259 Merck shares in Q4 2023, an estimated $233K.
  • Leading Edge Financial Planning first reported a position in Merck in Q4 2022 and held it in 4 quarters.
  • Leading Edge Financial Planning's Merck position peaked at $263K in Q2 2023.
  • 3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Leading Edge Financial Planning's 13F filing for Q4 2023, filed 13 Feb 2024.