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Sadoff Investment Management’s Merck MRK Stock Holding History

Sadoff Investment 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
2022
Q3 		$338K Buy
3,893
+303
+8% +$27K 0.03% 67
2022
Q2 		$330K Buy
3,590
+370
+11% +$32.8K 0.02% 74
2022
Q1 		$264K Sell
3,220
-42
-1% -$3.31K 0.02% 86
2021
Q4 		$250K Buy
+3,262
New +$260K 0.01% 88
2021
Q3 		– Sell
-2,597
Closed -$202K – 96
2021
Q2 		$202K Sell
2,597
-1,277
-33% -$95K 0.01% 91
2021
Q1 		$285K Sell
3,874
-975
-20% -$71.9K 0.02% 85
2020
Q4 		$378K Buy
4,849
+18
+0.4% +$1.38K 0.03% 72
2020
Q3 		$382K Sell
4,831
-257
-5% -$20.1K 0.03% 73
2020
Q2 		$375K Hold
5,088
– – 0.03% 69
2020
Q1 		$374K Sell
5,088
-826
-14% -$64.9K 0.04% 64
2019
Q4 		$513K Buy
5,914
+306
+5% +$25.1K 0.04% 60
2019
Q3 		$450K Hold
5,608
– – 0.04% 58
2019
Q2 		$449K Buy
5,608
+308
+6% +$23.6K 0.04% 60
2019
Q1 		$421K Sell
5,300
-1,048
-17% -$78.4K 0.04% 60
2018
Q4 		$463K Hold
6,348
– – 0.05% 57
2018
Q3 		$430K Hold
6,348
– – 0.04% 61
2018
Q2 		$368K Buy
6,348
+445
+8% +$25.1K 0.03% 66
2018
Q1 		$307K Buy
+5,903
New +$319K 0.03% 71
2017
Q4 		– Sell
-4,982
Closed -$304K – 88
2017
Q3 		$304K Sell
4,982
-419
-8% -$25.4K 0.03% 69
2017
Q2 		$330K Sell
5,401
-1,154
-18% -$70.2K 0.03% 56
2017
Q1 		$397K Sell
6,555
-514
-7% -$31.2K 0.04% 53
2016
Q4 		$397K Buy
7,069
+2,620
+59% +$153K 0.04% 54
2016
Q3 		$265K Buy
4,449
+147
+3% +$8.6K 0.03% 61
2016
Q2 		$236K Sell
4,302
-237
-5% -$12.6K 0.03% 61
2016
Q1 		$229K Sell
4,539
-482
-10% -$23.6K 0.03% 71
2015
Q4 		$253K Hold
5,021
– – 0.03% 66
2015
Q3 		$237K Buy
5,021
+288
+6% +$15.3K 0.03% 61
2015
Q2 		$257K Buy
+4,733
New +$265K 0.03% 58

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sadoff Investment Management's MRK Position: Q3 2022 in Review

Sadoff Investment Management increased its Merck (MRK) stake by 8.4% in Q3 2022, buying an estimated $27K and bringing the position to 3,893 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #67.

Sadoff Investment Management first reported a position in MRK in Q2 2015 and has held it in 28 quarters since. The position peaked at $513K in Q4 2019. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

  • Sadoff Investment Management held 3,893 shares of Merck worth $338K as of Q3 2022.
  • Sadoff Investment Management bought 303 Merck shares in Q3 2022, an estimated $27K.
  • Merck made up 0.03% of Sadoff Investment Management's portfolio in Q3 2022, its #67 holding.
  • Sadoff Investment Management first reported a position in Merck in Q2 2015 and has held it in 28 quarters since.
  • Sadoff Investment Management's Merck position peaked at $513K in Q4 2019.
  • 2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.