Stempoint Capital’s Merck MRK Stock Holding History

Stempoint Capital’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	–	Sell	-81,508	Closed	-$10.2M	–	65
2024 Q2	$10.2M	Buy	+81,508	New	+$10.5M	2.98%	10
2024 Q1	–	Sell	-89,016	Closed	-$9.7M	–	85
2023 Q4	$9.7M	Buy	+89,016	New	+$9.24M	2.59%	13

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Stempoint Capital's MRK Position: Q3 2024 in Review

Stempoint Capital sold out of Merck (MRK) in Q3 2024, closing a stake of 81,508 shares — an estimated $10.2M sold.

Stempoint Capital first reported a position in MRK in Q4 2023 and held it in 2 quarters. The position peaked at $10.2M in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Stempoint Capital reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Stempoint Capital sold 81,508 Merck shares in Q3 2024, an estimated $10.2M.
Stempoint Capital first reported a position in Merck in Q4 2023 and held it in 2 quarters.
Stempoint Capital's Merck position peaked at $10.2M in Q2 2024.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Stempoint Capital's 13F filing for Q3 2024, filed 13 Nov 2024.