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Naples Money Management’s Merck MRK Stock Holding History

Naples Money Management’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
Q3 		$103K Buy
903
+33
+4% +$3.92K 0.09% 66
2024
Q2 		$111K Sell
870
-40
-4% -$5.15K 0.09% 63
2024
Q1 		$120K Sell
910
-35,424
-97% -$4.37M 0.12% 63
2023
Q4 		$3.96M Buy
+36,334
New +$3.77M 3.71% 4

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Naples Money Management's MRK Position: Q3 2024 in Review

Naples Money Management increased its Merck (MRK) stake by 3.8% in Q3 2024, buying an estimated $3.92K and bringing the position to 903 shares worth $103K. The position accounts for 0.09% of the portfolio, ranked #66.

Naples Money Management first reported a position in MRK in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.96M in Q4 2023. 3,491 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Naples Money Management held 903 shares of Merck worth $103K as of Q3 2024.
  • Naples Money Management bought 33 Merck shares in Q3 2024, an estimated $3.92K.
  • Merck made up 0.09% of Naples Money Management's portfolio in Q3 2024, its #66 holding.
  • Naples Money Management first reported a position in Merck in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Merck position peaked at $3.96M in Q4 2023.
  • 3,491 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.