Lee Financial Group Hawaii’s Merck MRK Stock Holding History

Lee Financial Group Hawaii’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	-2,350	Closed	-$261K	–	36
2022 Q4	$261K	Hold	2,350	–	–	0.26%	23
2022 Q3	$202K	Hold	2,350	–	–	0.16%	32
2022 Q2	$214K	Buy	+2,350	New	+$208K	0.21%	32
2020 Q1	–	Sell	-2,485	Closed	-$216K	–	28
2019 Q4	$216K	Buy	+2,485	New	+$204K	0.17%	27
2019 Q3	–	Sell	-2,552	Closed	-$204K	–	28
2019 Q2	$204K	Hold	2,552	–	–	0.17%	30
2019 Q1	$203K	Buy	+2,552	New	+$191K	0.19%	34
2018 Q1	–	Sell	-21,328	Closed	-$1.15M	–	33
2017 Q4	$1.15M	Buy	+21,328	New	+$1.18M	1.06%	31

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Financial Group Hawaii's MRK Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of Merck (MRK) in Q1 2023, closing a stake of 2,350 shares — an estimated $261K sold.

Lee Financial Group Hawaii first reported a position in MRK in Q4 2017 and held it in 7 quarters. The position peaked at $1.15M in Q4 2017. 3,181 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Lee Financial Group Hawaii reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 2,350 Merck shares in Q1 2023, an estimated $261K.
Lee Financial Group Hawaii first reported a position in Merck in Q4 2017 and held it in 7 quarters.
Lee Financial Group Hawaii's Merck position peaked at $1.15M in Q4 2017.
3,181 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.