SpiderRock Advisors’s Merck MRK Stock Holding History

SpiderRock Advisors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Hold	–	-$388K	–	175
2021 Q1	–	Hold	–	–	–	82
2020 Q4	–	Hold	–	–	–	160
2017 Q2	–	Hold	–	-$11K	–	1064
2017 Q1	–	Hold	–	–	–	794

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

SpiderRock Advisors's MRK Position: Q3 2024 in Review

SpiderRock Advisors increased its Merck (MRK) stake by 13% in Q3 2024, buying an estimated $1.76M and bringing the position to 132,262 shares worth $15M. The position accounts for 0.24% of the portfolio, ranked #65.

SpiderRock Advisors first reported a position in MRK in Q1 2024 and has held it in 3 quarters since. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

SpiderRock Advisors held 132,262 shares of Merck worth $15M as of Q3 2024.
SpiderRock Advisors bought 14,774 Merck shares in Q3 2024, an estimated $1.76M.
Merck made up 0.24% of SpiderRock Advisors's portfolio in Q3 2024, its #65 holding.
SpiderRock Advisors first reported a position in Merck in Q1 2024 and has held it in 3 quarters since.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.