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	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.61M	Hold	31,800	–	–	0.06%	212
2024 Q2	$3.94M	Hold	31,800	–	–	0.08%	175
2024 Q1	$3.86M	Buy	+31,800	New	+$3.92M	0.1%	168
2023 Q4	–	Hold	0	–	–	–	61
2023 Q3	–	Hold	0	–	–	–	166
2023 Q2	–	Hold	0	–	–	–	157
2023 Q1	–	Hold	0	–	–	–	157
2022 Q4	–	Hold	0	–	–	–	151
2022 Q3	–	Hold	0	–	–	–	158
2022 Q2	–	Hold	0	–	–	–	132
2022 Q1	–	Hold	0	–	–	–	127
2021 Q2	–	Hold	0	–	-$164K	–	176
2021 Q1	–	Hold	0	–	–	–	122
2020 Q4	–	Hold	0	–	–	–	120
2020 Q3	–	Hold	0	–	–	–	113
2020 Q2	–	Hold	0	–	–	–	105
2020 Q1	–	Hold	0	–	–	–	103
2019 Q4	–	Hold	0	–	–	–	108
2017 Q2	–	Hold	0	–	-$34K	–	1065
2017 Q1	–	Hold	0	–	–	–	495

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.