Pinnacle Wealth Management’s Merck MRK Stock Holding History

Pinnacle Wealth Management’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	-13,444	Closed	-$1.55M	–	50
2023 Q2	$1.55M	Buy	+13,444	New	+$1.53M	1.57%	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

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

Pinnacle Wealth Management's MRK Position: Q3 2023 in Review

Pinnacle Wealth Management sold out of Merck (MRK) in Q3 2023, closing a stake of 13,444 shares — an estimated $1.55M sold.

Pinnacle Wealth Management first reported a position in MRK in Q2 2023 and held it in 1 quarter. The position peaked at $1.55M in Q2 2023. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

Pinnacle Wealth Management reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
Pinnacle Wealth Management sold 13,444 Merck shares in Q3 2023, an estimated $1.55M.
Pinnacle Wealth Management first reported a position in Merck in Q2 2023 and held it in 1 quarter.
Pinnacle Wealth Management's Merck position peaked at $1.55M in Q2 2023.
3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Pinnacle Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.