RG
MRK icon

Retirement Group’s Merck MRK Stock Holding History

Retirement 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 		$98.2K Buy
744
+224
+43% +$27.6K 0.04% 164
2023
Q4 		$56.7K Sell
520
-1,112
-68% -$115K 0.02% 207
2023
Q3 		$93.1K Buy
1,632
+217
+15% +$23.4K 0.04% 152
2023
Q2 		$92K Buy
1,415
+567
+67% +$64.4K 0.04% 152
2023
Q1 		$66K Buy
848
+113
+15% +$12.2K 0.03% 168
2022
Q4 		$56K Buy
735
+327
+80% +$33.4K 0.03% 174
2022
Q3 		$35K Sell
408
-204
-33% -$18.2K 0.03% 143
2022
Q2 		$36K Buy
612
+1
+0.2% +$89 0.01% 249
2022
Q1 		$34K Buy
611
+1
+0.2% +$79 0.01% 266
2021
Q4 		$32K Buy
610
+2
+0.3% +$159 0.01% 268
2021
Q3 		$30K Buy
608
+327
+116% +$24.9K 0.01% 270
2021
Q2 		$22K Sell
281
-49
-15% -$3.65K 0.01% 315
2021
Q1 		$24K Sell
330
-82
-20% -$6.05K 0.01% 359
2020
Q4 		$32K Sell
412
-221
-35% -$16.9K 0.01% 308
2020
Q3 		$50K Sell
633
-279
-31% -$21.9K 0.03% 242
2020
Q2 		$67K Buy
+912
New +$68.7K 0.04% 213
2019
Q4 		$162K Buy
+1,861
New +$153K 0.11% 127

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

Retirement Group's MRK Position: Q1 2024 in Review

Retirement Group increased its Merck (MRK) stake by 43% in Q1 2024, buying an estimated $27.6K and bringing the position to 744 shares worth $98.2K. The position accounts for 0.04% of the portfolio, ranked #164.

Retirement Group first reported a position in MRK in Q4 2019 and has held it in 17 quarters since. The position peaked at $162K in Q4 2019. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

  • Retirement Group held 744 shares of Merck worth $98.2K as of Q1 2024.
  • Retirement Group bought 224 Merck shares in Q1 2024, an estimated $27.6K.
  • Merck made up 0.04% of Retirement Group's portfolio in Q1 2024, its #164 holding.
  • Retirement Group first reported a position in Merck in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Merck position peaked at $162K in Q4 2019.
  • 3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.