Safeguard Financial’s Merck MRK Stock Holding History

Safeguard Financial’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 Q4	–	Sell	-2,389	Closed	-$271K	–	128
2024 Q3	$271K	Buy	2,389 +523	+28%	+$62.1K	0.06%	97
2024 Q2	$231K	Buy	+1,866	New	+$240K	0.06%	92
2023 Q3	–	Sell	-538	Closed	-$62K	–	370
2023 Q2	$62K	Buy	+538	New	+$61.1K	0.03%	142

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's MRK Position: Q4 2024 in Review

Safeguard Financial sold out of Merck (MRK) in Q4 2024, closing a stake of 2,389 shares — an estimated $271K sold.

Safeguard Financial first reported a position in MRK in Q2 2023 and held it in 3 quarters. The position peaked at $271K in Q3 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

Safeguard Financial reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
Safeguard Financial sold 2,389 Merck shares in Q4 2024, an estimated $271K.
Safeguard Financial first reported a position in Merck in Q2 2023 and held it in 3 quarters.
Safeguard Financial's Merck position peaked at $271K in Q3 2024.
3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.