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Leo Brokerage’s Merck MRK Stock Holding History

Leo Brokerage’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
Q2 		$968K Buy
8,386
+1,480
+21% +$168K 0.11% 130
2023
Q1 		$735K Buy
+6,906
New +$746K 0.11% 141
2022
Q2 		$891K Sell
9,772
-6,299
-39% -$558K 0.24% 64
2022
Q1 		$1.32M Buy
+16,071
New +$1.27M 0.21% 77
2021
Q3 		$391K Sell
5,212
-285
-5% -$21.7K 0.07% 122
2021
Q2 		$427K Sell
5,497
-131
-2% -$9.74K 0.09% 122
2021
Q1 		$414K Sell
5,628
-541
-9% -$39.9K 0.12% 116
2020
Q4 		$481K Sell
6,169
-1,651
-21% -$126K 0.16% 89
2020
Q3 		$577K Buy
+7,820
New +$613K 0.24% 62

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Leo Brokerage's MRK Position: Q2 2023 in Review

Leo Brokerage increased its Merck (MRK) stake by 21% in Q2 2023, buying an estimated $168K and bringing the position to 8,386 shares worth $968K. The position accounts for 0.11% of the portfolio, ranked #130.

Leo Brokerage first reported a position in MRK in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2022. 3,257 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • Leo Brokerage held 8,386 shares of Merck worth $968K as of Q2 2023.
  • Leo Brokerage bought 1,480 Merck shares in Q2 2023, an estimated $168K.
  • Merck made up 0.11% of Leo Brokerage's portfolio in Q2 2023, its #130 holding.
  • Leo Brokerage first reported a position in Merck in Q3 2020 and has held it in 9 quarters since.
  • Leo Brokerage's Merck position peaked at $1.32M in Q1 2022.
  • 3,257 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.