Riverwater Partners’s Merck MRK Stock Holding History

Riverwater Partners’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	–	Sell	-1,712	Closed	-$212K	–	213
2024 Q2	$212K	Sell	1,712 -103	-6%	-$13.3K	0.16%	178
2024 Q1	$239K	Sell	1,815 -804	-31%	-$99.1K	0.18%	170
2023 Q4	$286K	Sell	2,619 -448	-15%	-$46.5K	0.23%	146
2023 Q3	$316K	Buy	+3,067	New	+$331K	0.29%	124
2022 Q4	–	Sell	-11,786	Closed	-$1.01M	–	211
2022 Q3	$1.01M	Buy	+11,786	New	+$1.05M	1.01%	19

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverwater Partners's MRK Position: Q3 2024 in Review

Riverwater Partners sold out of Merck (MRK) in Q3 2024, closing a stake of 1,712 shares — an estimated $212K sold.

Riverwater Partners first reported a position in MRK in Q3 2022 and held it in 5 quarters. The position peaked at $1.01M in Q3 2022. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Riverwater Partners reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Riverwater Partners sold 1,712 Merck shares in Q3 2024, an estimated $212K.
Riverwater Partners first reported a position in Merck in Q3 2022 and held it in 5 quarters.
Riverwater Partners's Merck position peaked at $1.01M in Q3 2022.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Riverwater Partners's 13F filing for Q3 2024, filed 22 Oct 2024.