Mirabella Financial Services’s Merck MRK Stock Holding History

Mirabella Financial Services’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 Q4	–	Sell	-154,899	Closed	-$17.6M	–	269
2024 Q3	$17.6M	Buy	+154,899	New	+$18.4M	0.97%	25
2024 Q2	–	Sell	-20,883	Closed	-$2.76M	–	603
2024 Q1	$2.76M	Sell	20,883 -30,086	-59%	-$3.71M	0.2%	90
2023 Q4	$5.56M	Buy	+50,969	New	+$5.29M	0.74%	37
2023 Q3	–	Sell	-6,600	Closed	-$762K	–	543
2023 Q2	$762K	Buy	6,600 +2,054	+45%	+$233K	0.08%	246
2023 Q1	$484K	Buy	+4,546	New	+$491K	0.07%	220
2021 Q3	–	Sell	-74,590	Closed	-$5.8M	–	501
2021 Q2	$5.8M	Buy	74,590 +54,195	+266%	+$4.03M	1.04%	18
2021 Q1	$1.5M	Sell	20,395 -56,067	-73%	-$4.14M	0.47%	60
2020 Q4	$5.97M	Buy	+76,462	New	+$5.85M	0.75%	51

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Mirabella Financial Services's MRK Position: Q4 2024 in Review

Mirabella Financial Services sold out of Merck (MRK) in Q4 2024, closing a stake of 154,899 shares — an estimated $17.6M sold.

Mirabella Financial Services first reported a position in MRK in Q4 2020 and held it in 8 quarters. The position peaked at $17.6M in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Mirabella Financial Services reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Mirabella Financial Services sold 154,899 Merck shares in Q4 2024, an estimated $17.6M.
Mirabella Financial Services first reported a position in Merck in Q4 2020 and held it in 8 quarters.
Mirabella Financial Services's Merck position peaked at $17.6M in Q3 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Mirabella Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.