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Steward Financial Group’s Merck MRK Stock Holding History

Steward 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
2023
Q3 		$110K Buy
1,074
+4
+0.4% +$431 0.04% 91
2023
Q2 		$123K Sell
1,070
-72
-6% -$8.18K 0.04% 85
2023
Q1 		$121K Buy
1,142
+351
+44% +$37.9K 0.04% 57
2022
Q4 		$87K Buy
+791
New +$80.9K 0.04% 57
2022
Q3 		– Sell
-727
Closed -$66K – 846
2022
Q2 		$66K Buy
727
+153
+27% +$13.6K 0.05% 71
2022
Q1 		$47K Buy
574
+44
+8% +$3.47K 0.04% 87
2021
Q4 		$40K Buy
+530
New +$42.2K 0.04% 84

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's MRK Position: Q3 2023 in Review

Steward Financial Group increased its Merck (MRK) stake by 0.37% in Q3 2023, buying an estimated $431 and bringing the position to 1,074 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #91.

Steward Financial Group first reported a position in MRK in Q4 2021 and has held it in 7 quarters since. The position peaked at $123K in Q2 2023. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Steward Financial Group held 1,074 shares of Merck worth $110K as of Q3 2023.
  • Steward Financial Group bought 4 Merck shares in Q3 2023, an estimated $431.
  • Merck made up 0.04% of Steward Financial Group's portfolio in Q3 2023, its #91 holding.
  • Steward Financial Group first reported a position in Merck in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's Merck position peaked at $123K in Q2 2023.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.