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New Potomac Partners’s Merck MRK Stock Holding History

New Potomac 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
Q3 		$2.86M Buy
25,153
+1,240
+5% +$147K 1.47% 28
2024
Q2 		$2.96M Buy
23,913
+155
+0.7% +$20K 1.62% 23
2024
Q1 		$3.13M Sell
23,758
-550
-2% -$67.8K 1.74% 23
2023
Q4 		$2.65M Buy
24,308
+800
+3% +$83K 1.58% 26
2023
Q3 		$2.42M Sell
23,508
-380
-2% -$41K 1.67% 20
2023
Q2 		$2.76M Sell
23,888
-357
-1% -$40.5K 1.82% 19
2023
Q1 		$2.58M Sell
24,245
-323
-1% -$34.9K 1.79% 21
2022
Q4 		$2.73M Sell
24,568
-512
-2% -$52.3K 2.02% 15
2022
Q3 		$2.16M Sell
25,080
-245
-1% -$21.9K 1.82% 20
2022
Q2 		$2.31M Buy
25,325
+5
+0% +$443 1.85% 19
2022
Q1 		$2.08M Sell
25,320
-75
-0.3% -$5.91K 1.46% 30
2021
Q4 		$1.95M Sell
25,395
-365
-1% -$29.1K 1.26% 36
2021
Q3 		$1.94M Buy
25,760
+670
+3% +$51K 1.34% 33
2021
Q2 		$1.95M Sell
25,090
-565
-2% -$42K 1.33% 33
2021
Q1 		$1.89M Sell
25,655
-63
-0.2% -$4.65K 1.39% 32
2020
Q4 		$2.01M Buy
25,718
+131
+0.5% +$10K 1.45% 31
2020
Q3 		$2.02M Buy
25,587
+110
+0.4% +$8.62K 1.61% 27
2020
Q2 		$1.88M Sell
25,477
-340
-1% -$25.6K 1.68% 29
2020
Q1 		$1.9M Sell
25,817
-1,227
-5% -$96.4K 2.07% 20
2019
Q4 		$2.35M Sell
27,044
-319
-1% -$26.2K 2.19% 12
2019
Q3 		$2.2M Sell
27,363
-137
-0.5% -$11K 2.2% 12
2019
Q2 		$2.2M Sell
27,500
-937
-3% -$71.7K 2.23% 13
2019
Q1 		$2.26M Sell
28,437
-650
-2% -$48.6K 2.28% 10
2018
Q4 		$2.12M Sell
29,087
-571
-2% -$40.3K 2.28% 9
2018
Q3 		$2.01M Sell
29,658
-126
-0.4% -$8.03K 1.86% 22
2018
Q2 		$1.73M Buy
29,784
+304
+1% +$17.1K 1.67% 32
2018
Q1 		$1.53M Sell
29,480
-697
-2% -$37.6K 1.5% 36
2017
Q4 		$1.62M Buy
+30,177
New +$1.67M 1.55% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Potomac Partners's MRK Position: Q3 2024 in Review

New Potomac Partners increased its Merck (MRK) stake by 5.2% in Q3 2024, buying an estimated $147K and bringing the position to 25,153 shares worth $2.86M. The position accounts for 1.47% of the portfolio, ranked #28.

New Potomac Partners first reported a position in MRK in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.13M in Q1 2024. 3,496 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • New Potomac Partners held 25,153 shares of Merck worth $2.86M as of Q3 2024.
  • New Potomac Partners bought 1,240 Merck shares in Q3 2024, an estimated $147K.
  • Merck made up 1.47% of New Potomac Partners's portfolio in Q3 2024, its #28 holding.
  • New Potomac Partners first reported a position in Merck in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's Merck position peaked at $3.13M in Q1 2024.
  • 3,496 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.