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Sargent Bickham Lagudis’s Merck MRK Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.75M Buy
24,824
+179
+0.7% +$18.3K 0.23% 90
2022
Q3 		$2.12M Sell
24,645
-591
-2% -$52.8K 0.19% 98
2022
Q2 		$2.3M Buy
25,236
+519
+2% +$46K 0.2% 104
2022
Q1 		$2.03M Sell
24,717
-486
-2% -$38.3K 0.16% 106
2021
Q4 		$1.93M Sell
25,203
-85
-0.3% -$6.77K 0.15% 105
2021
Q3 		$1.9M Sell
25,288
-144
-0.6% -$11K 0.15% 105
2021
Q2 		$1.98M Sell
25,432
-960
-4% -$71.4K 0.16% 102
2021
Q1 		$1.94M Buy
26,392
+1,807
+7% +$133K 0.17% 98
2020
Q4 		$1.92M Sell
24,585
-130
-0.5% -$9.94K 0.18% 92
2020
Q3 		$1.96M Buy
24,715
+1,270
+5% +$99.5K 0.2% 88
2020
Q2 		$1.73M Buy
23,445
+60
+0.3% +$4.52K 0.19% 92
2020
Q1 		$1.72M Buy
23,385
+517
+2% +$40.6K 0.22% 86
2019
Q4 		$1.99M Buy
22,868
+220
+1% +$18.1K 0.22% 87
2019
Q3 		$1.82M Buy
22,648
+69
+0.3% +$5.53K 0.22% 85
2019
Q2 		$1.81M Buy
22,579
+11
+0% +$842 0.21% 87
2019
Q1 		$1.79M Sell
22,568
-195
-0.9% -$14.6K 0.21% 94
2018
Q4 		$1.66M Buy
22,763
+542
+2% +$38.3K 0.21% 90
2018
Q3 		$1.5M Buy
22,221
+11
+0% +$701 0.18% 103
2018
Q2 		$1.29M Buy
22,210
+12
+0.1% +$677 0.16% 104
2018
Q1 		$1.15M Sell
22,198
-589
-3% -$31.8K 0.14% 102
2017
Q4 		$1.22M Sell
22,787
-1,505
-6% -$83.4K 0.15% 113
2017
Q3 		$1.48M Buy
24,292
+629
+3% +$38.1K 0.18% 107
2017
Q2 		$1.45M Sell
23,663
-734
-3% -$44.7K 0.18% 104
2017
Q1 		$1.48M Sell
24,397
-1,053
-4% -$63.9K 0.19% 105
2016
Q4 		$1.43M Buy
25,450
+343
+1% +$20.1K 0.22% 102
2016
Q3 		$1.5K Buy
25,107
+1,326
+6% +$77.5K 0.23% 101
2016
Q2 		$1.31M Buy
23,781
+130
+0.5% +$6.92K 0.2% 103
2016
Q1 		$1.19M Buy
+23,651
New +$1.16M 0.19% 106

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sargent Bickham Lagudis's MRK Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Merck (MRK) stake by 0.73% in Q4 2022, buying an estimated $18.3K and bringing the position to 24,824 shares worth $2.75M. The position accounts for 0.23% of the portfolio, ranked #90.

Sargent Bickham Lagudis first reported a position in MRK in Q1 2016 and has held it in 28 quarters since. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • Sargent Bickham Lagudis held 24,824 shares of Merck worth $2.75M as of Q4 2022.
  • Sargent Bickham Lagudis bought 179 Merck shares in Q4 2022, an estimated $18.3K.
  • Merck made up 0.23% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #90 holding.
  • Sargent Bickham Lagudis first reported a position in Merck in Q1 2016 and has held it in 28 quarters since.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.