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Lehman & Derafelo Financial Resources’s Merck MRK Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$4.68M Sell
42,190
-509
-1% -$52K 1.39% 15
2022
Q3 		$3.71M Sell
42,699
-2,599
-6% -$232K 1.17% 14
2022
Q2 		$4.16M Sell
45,298
-1,599
-3% -$142K 1.29% 14
2022
Q1 		$3.88M Buy
46,897
+2,752
+6% +$217K 1.08% 14
2021
Q4 		$3.38M Sell
44,145
-316
-0.7% -$25.2K 1.02% 15
2021
Q3 		$3.34M Sell
44,461
-2,899
-6% -$220K 1.09% 14
2021
Q2 		$3.68M Sell
47,360
-3,057
-6% -$227K 1.01% 17
2021
Q1 		$3.71M Sell
50,417
-401
-0.8% -$29.6K 1.04% 18
2020
Q4 		$3.97M Sell
50,818
-1,648
-3% -$126K 1.19% 17
2020
Q3 		$4.15M Sell
52,466
-363
-0.7% -$28.4K 1.32% 15
2020
Q2 		$3.9M Sell
52,829
-732
-1% -$55.1K 1.36% 13
2020
Q1 		$3.93M Sell
53,561
-105
-0.2% -$8.25K 1.64% 12
2019
Q4 		$4.66M Buy
53,666
+242
+0.5% +$19.9K 1.67% 13
2019
Q3 		$4.29M Sell
53,424
-207
-0.4% -$16.6K 1.64% 13
2019
Q2 		$4.38M Buy
53,631
+2,622
+5% +$201K 1.79% 12
2019
Q1 		$4.05M Buy
51,009
+920
+2% +$68.8K 1.75% 12
2018
Q4 		$3.65M Buy
+50,089
New +$3.54M 1.82% 11

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's MRK Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Merck (MRK) stake by 1.2% in Q4 2022, selling an estimated $52K and leaving 42,190 shares worth $4.68M. The position accounts for 1.39% of the portfolio, ranked #15.

Lehman & Derafelo Financial Resources first reported a position in MRK in Q4 2018 and has held it in 17 quarters since. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 42,190 shares of Merck worth $4.68M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 509 Merck shares in Q4 2022, an estimated $52K.
  • Merck made up 1.39% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #15 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Merck in Q4 2018 and has held it in 17 quarters since.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.