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Mountain Capital Investment Advisors’s Merck MRK Stock Holding History

Mountain Capital 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
2024
Q1 		– Sell
-8,366
Closed -$982K – 65
2023
Q4 		$982K Sell
8,366
-313
-4% -$32.5K 0.33% 19
2023
Q3 		$880K Sell
8,679
-11,630
-57% -$1.25M 0.33% 26
2023
Q2 		$2.21M Sell
20,309
-6,209
-23% -$705K 0.83% 9
2023
Q1 		$3.07M Buy
26,518
+1,624
+7% +$175K 1.35% 12
2022
Q4 		$2.76M Buy
24,894
+3,251
+15% +$332K 1.25% 15
2022
Q3 		$2.02M Buy
21,643
+809
+4% +$72.2K 1.06% 19
2022
Q2 		$1.94M Buy
20,834
+141
+0.7% +$12.5K 0.97% 23
2022
Q1 		$1.79M Sell
20,693
-582
-3% -$45.9K 0.85% 34
2021
Q4 		$1.74M Buy
21,275
+4,632
+28% +$369K 0.79% 34
2021
Q3 		$1.34M Buy
16,643
+1,222
+8% +$92.9K 0.71% 40
2021
Q2 		$1.21M Sell
15,421
-3,549
-19% -$264K 0.56% 48
2021
Q1 		$1.38M Buy
18,970
+3,060
+19% +$226K 0.69% 42
2020
Q4 		$1.29M Sell
15,910
-3,924
-20% -$300K 0.78% 31
2020
Q3 		$1.52M Buy
+19,834
New +$1.55M 0.98% 30
2017
Q4 		– Sell
-939
Closed -$57K – 278
2017
Q3 		$57K Buy
939
+1
+0.1% +$61 0.05% 105
2017
Q2 		$57K Buy
+938
New +$57.1K 0.06% 120

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mountain Capital Investment Advisors's MRK Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Merck (MRK) in Q1 2024, closing a stake of 8,366 shares — an estimated $982K sold.

Mountain Capital Investment Advisors first reported a position in MRK in Q2 2017 and held it in 16 quarters. The position peaked at $3.07M in Q1 2023. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 8,366 Merck shares in Q1 2024, an estimated $982K.
  • Mountain Capital Investment Advisors first reported a position in Merck in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Merck position peaked at $3.07M in Q1 2023.
  • 3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.