Satovsky Asset Management’s Merck MRK Stock Holding History

Satovsky Asset 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
2023 Q3	–	Sell	-1,789	Closed	-$206K	–	44
2023 Q2	$206K	Buy	+1,789	New	+$203K	0.07%	43

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Satovsky Asset Management's MRK Position: Q3 2023 in Review

Satovsky Asset Management sold out of Merck (MRK) in Q3 2023, closing a stake of 1,789 shares — an estimated $206K sold.

Satovsky Asset Management first reported a position in MRK in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

Satovsky Asset Management reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
Satovsky Asset Management sold 1,789 Merck shares in Q3 2023, an estimated $206K.
Satovsky Asset Management first reported a position in Merck in Q2 2023 and held it in 1 quarter.
Satovsky Asset Management's Merck position peaked at $206K in Q2 2023.
3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Satovsky Asset Management's 13F filing for Q3 2023, filed 23 Oct 2023.