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New England Professional Planning Group’s Merck MRK Stock Holding History

New England Professional Planning 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
2024
Q4 		– Sell
-1,787
Closed -$203K – 50
2024
Q3 		$203K Hold
1,787
– – 0.1% 49
2024
Q2 		$221K Sell
1,787
-193
-10% -$24.9K 0.12% 43
2024
Q1 		$261K Buy
+1,980
New +$244K 0.14% 38
2020
Q3 		– Sell
-6,711
Closed -$518K – 42
2020
Q2 		$518K Sell
6,711
-534
-7% -$40.2K 0.4% 17
2020
Q1 		$531K Buy
7,245
+445
+7% +$35K 0.49% 14
2019
Q4 		$591K Buy
+6,800
New +$559K 0.47% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Professional Planning Group's MRK Position: Q4 2024 in Review

New England Professional Planning Group sold out of Merck (MRK) in Q4 2024, closing a stake of 1,787 shares — an estimated $203K sold.

New England Professional Planning Group first reported a position in MRK in Q4 2019 and held it in 6 quarters. The position peaked at $591K in Q4 2019. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • New England Professional Planning Group reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • New England Professional Planning Group sold 1,787 Merck shares in Q4 2024, an estimated $203K.
  • New England Professional Planning Group first reported a position in Merck in Q4 2019 and held it in 6 quarters.
  • New England Professional Planning Group's Merck position peaked at $591K in Q4 2019.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on New England Professional Planning Group's 13F filing for Q4 2024, filed 4 Feb 2025.