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Legacy CG’s Merck MRK Stock Holding History

Legacy CG’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
Q4 		– Sell
-52,831
Closed -$6M – 59
2024
Q3 		$6M Buy
52,831
+3,629
+7% +$431K 1.96% 22
2024
Q2 		$6.09M Buy
49,202
+2,127
+5% +$274K 2.07% 19
2024
Q1 		$6.21M Buy
47,075
+3
+0% +$370 2.25% 18
2023
Q4 		$5.13M Buy
47,072
+7,044
+18% +$731K 1.95% 17
2023
Q3 		$4.12M Buy
40,028
+1,714
+4% +$185K 1.92% 16
2023
Q2 		$4.42M Buy
38,314
+1,581
+4% +$180K 2.04% 15
2023
Q1 		$3.91M Buy
36,733
+1,134
+3% +$122K 1.98% 14
2022
Q4 		$3.95M Buy
35,599
+9,599
+37% +$981K 2.32% 11
2022
Q3 		$2.24M Buy
26,000
+5,053
+24% +$451K 1.48% 32
2022
Q2 		$1.91M Buy
+20,947
New +$1.86M 1.31% 34

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy CG's MRK Position: Q4 2024 in Review

Legacy CG sold out of Merck (MRK) in Q4 2024, closing a stake of 52,831 shares — an estimated $6M sold.

Legacy CG first reported a position in MRK in Q2 2022 and held it in 10 quarters. The position peaked at $6.21M in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Legacy CG reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Legacy CG sold 52,831 Merck shares in Q4 2024, an estimated $6M.
  • Legacy CG first reported a position in Merck in Q2 2022 and held it in 10 quarters.
  • Legacy CG's Merck position peaked at $6.21M in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Legacy CG's 13F filing for Q4 2024, filed 27 Jan 2025.