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Second Half Financial Partners’s Merck MRK Stock Holding History

Second Half Financial Partners’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
-25,459
Closed -$2.94M – 102
2023
Q2 		$2.94M Buy
+25,459
New +$2.89M 0.67% 46
2022
Q3 		– Sell
-48,162
Closed -$3.71M – 55
2022
Q2 		$3.71M Hold
48,162
– – 2.86% 18
2022
Q1 		$3.71M Buy
+48,162
New +$3.8M 2.86% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Second Half Financial Partners's MRK Position: Q3 2023 in Review

Second Half Financial Partners sold out of Merck (MRK) in Q3 2023, closing a stake of 25,459 shares — an estimated $2.94M sold.

Second Half Financial Partners first reported a position in MRK in Q1 2022 and held it in 3 quarters. The position peaked at $3.71M in Q2 2022. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Second Half Financial Partners reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 25,459 Merck shares in Q3 2023, an estimated $2.94M.
  • Second Half Financial Partners first reported a position in Merck in Q1 2022 and held it in 3 quarters.
  • Second Half Financial Partners's Merck position peaked at $3.71M in Q2 2022.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.