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Peterson Financial Group’s Merck MRK Stock Holding History

Peterson Financial 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
Q3 		$35.9K Buy
+316
New +$37.5K 0.14% 113
2022
Q3 		– Sell
-18,899
Closed -$1.72M – 79
2022
Q2 		$1.72M Buy
18,899
+525
+3% +$46.5K 1.62% 22
2022
Q1 		$1.51M Buy
18,374
+2,473
+16% +$195K 1.25% 34
2021
Q4 		$1.22M Buy
+15,901
New +$1.27M 0.99% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peterson Financial Group's MRK Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Merck (MRK) in Q3 2024: 316 shares worth $35.9K. The stake represents 0.14% of the portfolio and ranks #113 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in MRK as recently as Q2 2022.

Peterson Financial Group first reported a position in MRK in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.72M in Q2 2022. 3,490 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Peterson Financial Group held 316 shares of Merck worth $35.9K as of Q3 2024.
  • Merck was a new Peterson Financial Group position in Q3 2024.
  • Merck made up 0.14% of Peterson Financial Group's portfolio in Q3 2024, its #113 holding.
  • Peterson Financial Group first reported a position in Merck in Q4 2021 and has held it in 4 quarters since.
  • Peterson Financial Group's Merck position peaked at $1.72M in Q2 2022.
  • 3,490 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.