SMH Capital Advisors’s Merck MRK Stock Holding History

SMH Capital Advisors’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 Q2	–	Sell	-1,725	Closed	-$228K	–	53
2024 Q1	$228K	Buy	+1,725	New	+$213K	0.61%	34
2023 Q3	–	Sell	-2,061	Closed	-$238K	–	51
2023 Q2	$238K	Sell	2,061 -27	-1%	-$3.07K	0.52%	37
2023 Q1	$241K	Sell	2,088 -450	-18%	-$48.6K	1.43%	33
2022 Q4	$282K	Buy	2,538 +60	+2%	+$6.13K	0.41%	39
2022 Q3	$213K	Sell	2,478 -66	-3%	-$5.89K	0.32%	46
2022 Q2	$232K	Buy	+2,544	New	+$226K	0.31%	45

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMH Capital Advisors's MRK Position: Q2 2024 in Review

SMH Capital Advisors sold out of Merck (MRK) in Q2 2024, closing a stake of 1,725 shares — an estimated $228K sold.

SMH Capital Advisors first reported a position in MRK in Q2 2022 and held it in 6 quarters. The position peaked at $282K in Q4 2022. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

SMH Capital Advisors reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
SMH Capital Advisors sold 1,725 Merck shares in Q2 2024, an estimated $228K.
SMH Capital Advisors first reported a position in Merck in Q2 2022 and held it in 6 quarters.
SMH Capital Advisors's Merck position peaked at $282K in Q4 2022.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on SMH Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.