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SBK Financial’s Merck MRK Stock Holding History

SBK 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
2022
Q4 		$1.14M Sell
10,304
-38
-0.4% -$3.88K 1.81% 17
2022
Q3 		$891K Buy
10,342
+38
+0.4% +$3.39K 1.37% 24
2022
Q2 		$939K Hold
10,304
– – 1.23% 23
2022
Q1 		$845K Hold
10,304
– – 0.84% 32
2021
Q4 		$790K Buy
+10,304
New +$821K 0.63% 38

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SBK Financial's MRK Position: Q4 2022 in Review

SBK Financial reduced its Merck (MRK) stake by 0.37% in Q4 2022, selling an estimated $3.88K and leaving 10,304 shares worth $1.14M. The position accounts for 1.81% of the portfolio, ranked #17.

SBK Financial first reported a position in MRK in Q4 2021 and has held it in 5 quarters since. 3,238 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • SBK Financial held 10,304 shares of Merck worth $1.14M as of Q4 2022.
  • SBK Financial sold 38 Merck shares in Q4 2022, an estimated $3.88K.
  • Merck made up 1.81% of SBK Financial's portfolio in Q4 2022, its #17 holding.
  • SBK Financial first reported a position in Merck in Q4 2021 and has held it in 5 quarters since.
  • 3,238 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.