LGL Partners’s Merck MRK Stock Holding History

LGL Partners’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	–	Sell	-2,340	Closed	-$202K	–	131
2022 Q3	$202K	Buy	+2,340	New	+$209K	0.04%	142

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGL Partners's MRK Position: Q4 2022 in Review

LGL Partners sold out of Merck (MRK) in Q4 2022, closing a stake of 2,340 shares — an estimated $202K sold.

LGL Partners first reported a position in MRK in Q3 2022 and held it in 1 quarter. The position peaked at $202K in Q3 2022. 3,235 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

LGL Partners reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 2,340 Merck shares in Q4 2022, an estimated $202K.
LGL Partners first reported a position in Merck in Q3 2022 and held it in 1 quarter.
LGL Partners's Merck position peaked at $202K in Q3 2022.
3,235 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.