Moody Aldrich Partners’s Merck MRK Stock Holding History

Moody Aldrich Partners’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	-2,483	Closed	-$282K	–	213
2024 Q3	$282K	Sell	2,483 -293	-11%	-$34.8K	0.05%	168
2024 Q2	$344K	Sell	2,776 -2,984	-52%	-$384K	0.07%	150
2024 Q1	$760K	Sell	5,760 -1,929	-25%	-$238K	0.13%	125
2023 Q4	$838K	Sell	7,689 -495	-6%	-$51.4K	0.15%	120
2023 Q3	$846K	Buy	+8,184	New	+$882K	0.16%	120
2021 Q2	–	Sell	-13,073	Closed	-$962K	–	184
2021 Q1	$962K	Buy	13,073 +4,957	+61%	+$366K	0.14%	124
2020 Q4	$633K	Hold	8,116	–	–	0.1%	130
2020 Q3	$642K	Buy	+8,116	New	+$636K	0.13%	116

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

Moody Aldrich Partners's MRK Position: Q4 2024 in Review

Moody Aldrich Partners sold out of Merck (MRK) in Q4 2024, closing a stake of 2,483 shares — an estimated $282K sold.

Moody Aldrich Partners first reported a position in MRK in Q3 2020 and held it in 8 quarters. The position peaked at $962K in Q1 2021. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Moody Aldrich Partners reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Moody Aldrich Partners sold 2,483 Merck shares in Q4 2024, an estimated $282K.
Moody Aldrich Partners first reported a position in Merck in Q3 2020 and held it in 8 quarters.
Moody Aldrich Partners's Merck position peaked at $962K in Q1 2021.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Moody Aldrich Partners's 13F filing for Q4 2024, filed 23 Jan 2025.