Partners Capital Investment Group’s Merck MRK Stock Holding History

Partners Capital Investment 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 Q1	–	Sell	-7,112	Closed	-$775K	–	213
2023 Q4	$775K	Buy	7,112 +743	+12%	+$77.1K	0.02%	155
2023 Q3	$656K	Buy	6,369 +3,581	+128%	+$386K	0.02%	162
2023 Q2	$322K	Buy	+2,788	New	+$317K	0.01%	185
2017 Q2	–	Sell	-12,333	Closed	-$748K	–	65
2017 Q1	$748K	Hold	12,333	–	–	0.15%	38
2016 Q4	$693K	Sell	12,333 -3,416	-22%	-$200K	0.16%	46
2016 Q3	$938K	Sell	15,749 -483	-3%	-$28.2K	0.23%	39
2016 Q2	$892K	Buy	16,232 +1,218	+8%	+$64.8K	0.25%	36
2016 Q1	$758K	Hold	15,014	–	–	0.22%	38
2015 Q4	$757K	Buy	+15,014	New	+$757K	0.25%	32

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Partners Capital Investment Group's MRK Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Merck (MRK) in Q1 2024, closing a stake of 7,112 shares — an estimated $775K sold.

Partners Capital Investment Group first reported a position in MRK in Q4 2015 and held it in 9 quarters. The position peaked at $938K in Q3 2016. 3,536 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

Partners Capital Investment Group reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
Partners Capital Investment Group sold 7,112 Merck shares in Q1 2024, an estimated $775K.
Partners Capital Investment Group first reported a position in Merck in Q4 2015 and held it in 9 quarters.
Partners Capital Investment Group's Merck position peaked at $938K in Q3 2016.
3,536 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.