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Marshall Financial Group (Pennsylvania)’s Merck MRK Stock Holding History

Marshall Financial Group (Pennsylvania)’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
-1,965
Closed -$243K – 57
2024
Q2 		$243K Hold
1,965
– – 0.08% 51
2024
Q1 		$259K Hold
1,965
– – 0.09% 50
2023
Q4 		$214K Buy
+1,965
New +$204K 0.08% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s MRK Position: Q3 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of Merck (MRK) in Q3 2024, closing a stake of 1,965 shares — an estimated $243K sold.

Marshall Financial Group (Pennsylvania) first reported a position in MRK in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 1,965 Merck shares in Q3 2024, an estimated $243K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Merck in Q4 2023 and held it in 3 quarters.
  • Marshall Financial Group (Pennsylvania)'s Merck position peaked at $259K in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2024, filed 4 Nov 2024.