LifePro Asset Management’s Merck MRK Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-1,650	Closed	-$204K	–	170
2024 Q2	$204K	Buy	+1,650	New	+$213K	0.15%	124
2023 Q4	–	Sell	-7,669	Closed	-$790K	–	117
2023 Q3	$790K	Buy	7,669 +100	+1%	+$10.8K	0.65%	39
2023 Q2	$873K	Buy	7,569 +233	+3%	+$26.5K	0.67%	41
2023 Q1	$814K	Hold	7,336	–	–	0.59%	39
2022 Q4	$814K	Sell	7,336 -619	-8%	-$63.3K	0.6%	38
2022 Q3	$685K	Buy	7,955 +258	+3%	+$23K	0.39%	27
2022 Q2	$702K	Buy	7,697 +2,274	+42%	+$202K	0.36%	50
2022 Q1	$445K	Sell	5,423 -1,116	-17%	-$88K	0.16%	79
2021 Q4	$501K	Buy	6,539 +1,600	+32%	+$127K	0.15%	72
2021 Q3	$371K	Buy	4,939 +819	+20%	+$62.3K	0.11%	68
2021 Q2	$320K	Sell	4,120 -185	-4%	-$13.8K	0.09%	67
2021 Q1	$317K	Sell	4,305 -1,111	-21%	-$82K	0.1%	63
2020 Q4	$423K	Buy	+5,416	New	+$414K	0.13%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LifePro Asset Management's MRK Position: Q3 2024 in Review

LifePro Asset Management sold out of Merck (MRK) in Q3 2024, closing a stake of 1,650 shares — an estimated $204K sold.

LifePro Asset Management first reported a position in MRK in Q4 2020 and held it in 13 quarters. The position peaked at $873K in Q2 2023. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

LifePro Asset Management reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
LifePro Asset Management sold 1,650 Merck shares in Q3 2024, an estimated $204K.
LifePro Asset Management first reported a position in Merck in Q4 2020 and held it in 13 quarters.
LifePro Asset Management's Merck position peaked at $873K in Q2 2023.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.