MFG
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Monumental Financial Group’s Merck MRK Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-11,260
Closed -$1.2M – 69
2023
Q1 		$1.2M Buy
11,260
+391
+4% +$42.2K 0.86% 26
2022
Q4 		$1.21M Buy
+10,869
New +$1.11M 0.97% 18
2021
Q3 		– Sell
-560
Closed -$44K – 66
2021
Q2 		$44K Buy
+560
New +$41.7K 0.04% 47

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Monumental Financial Group's MRK Position: Q2 2023 in Review

Monumental Financial Group sold out of Merck (MRK) in Q2 2023, closing a stake of 11,260 shares — an estimated $1.2M sold.

Monumental Financial Group first reported a position in MRK in Q2 2021 and held it in 3 quarters. The position peaked at $1.21M in Q4 2022. 3,257 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • Monumental Financial Group reported no remaining Merck position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 11,260 Merck shares in Q2 2023, an estimated $1.2M.
  • Monumental Financial Group first reported a position in Merck in Q2 2021 and held it in 3 quarters.
  • Monumental Financial Group's Merck position peaked at $1.21M in Q4 2022.
  • 3,257 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.