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Sterling Financial Group’s Merck MRK Stock Holding History

Sterling Financial Group’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
Q4 		– Sell
-1,764
Closed -$200K – 73
2024
Q3 		$200K Hold
1,764
– – 0.09% 65
2024
Q2 		$218K Sell
1,764
-30
-2% -$3.86K 0.1% 61
2024
Q1 		$237K Buy
+1,794
New +$221K 0.11% 57
2023
Q3 		– Sell
-1,803
Closed -$208K – 65
2023
Q2 		$208K Buy
+1,803
New +$205K 0.14% 58

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Group's MRK Position: Q4 2024 in Review

Sterling Financial Group sold out of Merck (MRK) in Q4 2024, closing a stake of 1,764 shares — an estimated $200K sold.

Sterling Financial Group first reported a position in MRK in Q2 2023 and held it in 4 quarters. The position peaked at $237K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Sterling Financial Group reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Sterling Financial Group sold 1,764 Merck shares in Q4 2024, an estimated $200K.
  • Sterling Financial Group first reported a position in Merck in Q2 2023 and held it in 4 quarters.
  • Sterling Financial Group's Merck position peaked at $237K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Sterling Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.