Rebalance’s Merck MRK Stock Holding History

Rebalance’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 Q1	–	Sell	-999	Closed	-$111K	–	111
2022 Q4	$111K	Buy	+999	New	+$102K	0.01%	84

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rebalance's MRK Position: Q1 2023 in Review

Rebalance sold out of Merck (MRK) in Q1 2023, closing a stake of 999 shares — an estimated $111K sold.

Rebalance first reported a position in MRK in Q4 2022 and held it in 1 quarter. The position peaked at $111K in Q4 2022. 3,181 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Rebalance reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Rebalance sold 999 Merck shares in Q1 2023, an estimated $111K.
Rebalance first reported a position in Merck in Q4 2022 and held it in 1 quarter.
Rebalance's Merck position peaked at $111K in Q4 2022.
3,181 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.