Parkside Advisors’s Merck MRK Stock Holding History

Parkside 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
2023 Q3	–	Sell	-1,793	Closed	-$208K	–	81
2023 Q2	$208K	Buy	+1,793	New	+$204K	0.06%	75
2023 Q1	–	Sell	-1,793	Closed	-$200K	–	81
2022 Q4	$200K	Buy	+1,793	New	+$183K	0.07%	82

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkside Advisors's MRK Position: Q3 2023 in Review

Parkside Advisors sold out of Merck (MRK) in Q3 2023, closing a stake of 1,793 shares — an estimated $208K sold.

Parkside Advisors first reported a position in MRK in Q4 2022 and held it in 2 quarters. The position peaked at $208K in Q2 2023. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

Parkside Advisors reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
Parkside Advisors sold 1,793 Merck shares in Q3 2023, an estimated $208K.
Parkside Advisors first reported a position in Merck in Q4 2022 and held it in 2 quarters.
Parkside Advisors's Merck position peaked at $208K in Q2 2023.
3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Parkside Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.