Life Planning Partners’s Merck MRK Stock Holding History

Life Planning 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
2024 Q1	–	Sell	-100	Closed	-$10.9K	–	169
2023 Q4	$10.9K	Buy	+100	New	+$10.4K	0.01%	155
2022 Q1	–	Sell	-240	Closed	-$18K	–	182
2021 Q4	$18K	Buy	+240	New	+$19.1K	0.02%	115

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Life Planning Partners's MRK Position: Q1 2024 in Review

Life Planning Partners sold out of Merck (MRK) in Q1 2024, closing a stake of 100 shares — an estimated $10.9K sold.

Life Planning Partners first reported a position in MRK in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Life Planning Partners reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 100 Merck shares in Q1 2024, an estimated $10.9K.
Life Planning Partners first reported a position in Merck in Q4 2021 and held it in 2 quarters.
Life Planning Partners's Merck position peaked at $18K in Q4 2021.
3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.