Okabena Investment Services’s Merck MRK Stock Holding History

Okabena Investment Services’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	–	Sell	-3,117	Closed	-$386K	–	118
2024 Q2	$386K	Buy	+3,117	New	+$402K	0.12%	96
2023 Q1	–	Sell	-117	Closed	-$13K	–	232
2022 Q4	$13K	Buy	+117	New	+$12K	0.01%	129
2022 Q3	–	Sell	-354	Closed	-$32K	–	184
2022 Q2	$32K	Hold	354	–	–	0.02%	147
2022 Q1	$29K	Hold	354	–	–	0.01%	157
2021 Q4	$27K	Buy	+354	New	+$28.2K	0.01%	173

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Okabena Investment Services's MRK Position: Q3 2024 in Review

Okabena Investment Services sold out of Merck (MRK) in Q3 2024, closing a stake of 3,117 shares — an estimated $386K sold.

Okabena Investment Services first reported a position in MRK in Q4 2021 and held it in 5 quarters. The position peaked at $386K in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Okabena Investment Services reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Okabena Investment Services sold 3,117 Merck shares in Q3 2024, an estimated $386K.
Okabena Investment Services first reported a position in Merck in Q4 2021 and held it in 5 quarters.
Okabena Investment Services's Merck position peaked at $386K in Q2 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Okabena Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.