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Milestone Investment Advisors’s Merck MRK Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-5,499
Closed -$566K – 321
2023
Q3 		$566K Buy
+5,499
New +$593K 0.16% 58
2023
Q2 		– Sell
-5,314
Closed -$565K – 316
2023
Q1 		$565K Buy
+5,314
New +$574K 0.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Milestone Investment Advisors's MRK Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Merck (MRK) in Q4 2023, closing a stake of 5,499 shares — an estimated $566K sold.

Milestone Investment Advisors first reported a position in MRK in Q1 2023 and held it in 2 quarters. The position peaked at $566K in Q3 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 5,499 Merck shares in Q4 2023, an estimated $566K.
  • Milestone Investment Advisors first reported a position in Merck in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Merck position peaked at $566K in Q3 2023.
  • 3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.