Standard Family Office’s Merck MRK Stock Holding History

Standard Family Office’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	–	Sell	-1,015	Closed	-$87K	–	284
2022 Q3	$87K	Hold	1,015	–	–	0.04%	78
2022 Q2	$93K	Buy	+1,015	New	+$90K	0.92%	31
2022 Q1	–	Sell	-110	Closed	-$8K	–	177
2021 Q4	$8K	Buy	+110	New	+$8.76K	0.07%	126
2021 Q3	–	Sell	-8,068	Closed	-$627K	–	357
2021 Q2	$627K	Sell	8,068 -469	-5%	-$34.9K	0.13%	74
2021 Q1	$628K	Sell	8,537 -2	-0%	-$148	0.15%	56
2020 Q4	$667K	Buy	+8,539	New	+$653K	0.16%	51

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's MRK Position: Q4 2022 in Review

Standard Family Office sold out of Merck (MRK) in Q4 2022, closing a stake of 1,015 shares — an estimated $87K sold.

Standard Family Office first reported a position in MRK in Q4 2020 and held it in 6 quarters. The position peaked at $667K in Q4 2020. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

Standard Family Office reported no remaining Merck position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 1,015 Merck shares in Q4 2022, an estimated $87K.
Standard Family Office first reported a position in Merck in Q4 2020 and held it in 6 quarters.
Standard Family Office's Merck position peaked at $667K in Q4 2020.
3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.