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PYA Waltman Capital’s Merck MRK Stock Holding History

PYA Waltman Capital’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
2022
Q4 		– Sell
-50
Closed -$4K – 143
2022
Q3 		$4K Sell
50
-121
-71% -$10.8K ﹤0.01% 163
2022
Q2 		$16K Hold
171
– – 0.01% 138
2022
Q1 		$14K Hold
171
– – 0.01% 136
2021
Q4 		$13K Buy
+171
New +$13.6K 0.01% 139

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PYA Waltman Capital's MRK Position: Q4 2022 in Review

PYA Waltman Capital sold out of Merck (MRK) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

PYA Waltman Capital first reported a position in MRK in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • PYA Waltman Capital reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 50 Merck shares in Q4 2022, an estimated $4K.
  • PYA Waltman Capital first reported a position in Merck in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Merck position peaked at $16K in Q2 2022.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.