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Lee Ainslie’s Merck MRK Stock Holding History

Lee Ainslie’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
Q1 		– Sell
-8,389
Closed -$915K – 503
2023
Q4 		$915K Sell
8,389
-5,462
-39% -$567K 0.02% 134
2023
Q3 		$1.43M Buy
13,851
+8,349
+152% +$900K 0.03% 97
2023
Q2 		$635K Buy
+5,502
New +$625K 0.01% 201
2023
Q1 		– Sell
-1,972
Closed -$219K – 516
2022
Q4 		$219K Sell
1,972
-647
-25% -$66.1K 0.01% 358
2022
Q3 		$226K Buy
+2,619
New +$234K 0.01% 297
2021
Q4 		– Sell
-1,008
Closed -$76K – 522
2021
Q3 		$76K Sell
1,008
-4,472
-82% -$340K ﹤0.01% 603
2021
Q2 		$426K Sell
5,480
-28,418
-84% -$2.11M ﹤0.01% 401
2021
Q1 		$2.49M Sell
33,898
-28,189
-45% -$2.08M 0.02% 134
2020
Q4 		$4.85M Buy
62,087
+38,370
+162% +$2.93M 0.08% 66
2020
Q3 		$1.88M Sell
23,717
-1,377
-5% -$108K 0.03% 152
2020
Q2 		$1.85M Buy
25,094
+24,833
+9,515% +$1.87M 0.04% 187
2020
Q1 		$19K Buy
+261
New +$20.5K ﹤0.01% 462
2019
Q4 		– Sell
-15,645
Closed -$1.26M – 395
2019
Q3 		$1.26M Buy
+15,645
New +$1.25M 0.02% 253

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Ainslie's MRK Position: Q1 2024 in Review

Lee Ainslie sold out of Merck (MRK) in Q1 2024, closing a stake of 8,389 shares — an estimated $915K sold.

Lee Ainslie first reported a position in MRK in Q3 2019 and held it in 13 quarters. The position peaked at $4.85M in Q4 2020. 3,539 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Lee Ainslie reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 8,389 Merck shares in Q1 2024, an estimated $915K.
  • Lee Ainslie first reported a position in Merck in Q3 2019 and held it in 13 quarters.
  • Lee Ainslie's Merck position peaked at $4.85M in Q4 2020.
  • 3,539 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.