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Stonebridge Financial Planning Group’s Merck MRK Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-750
Closed -$61K – 267
2021
Q4 		$61K Hold
750
– – 0.03% 199
2021
Q3 		$67K Hold
750
– – 0.03% 193
2021
Q2 		$58K Sell
750
-560
-43% -$41.7K 0.03% 198
2021
Q1 		$95K Sell
1,310
-105
-7% -$7.75K 0.06% 165
2020
Q4 		$110K Hold
1,415
– – 0.07% 143
2020
Q3 		$108K Hold
1,415
– – 0.08% 127
2020
Q2 		$106K Hold
1,415
– – 0.09% 124
2020
Q1 		$110K Sell
1,415
-43
-3% -$3.38K 0.11% 114
2019
Q4 		$127K Buy
+1,458
New +$120K 0.11% 114

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stonebridge Financial Planning Group's MRK Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Merck (MRK) in Q1 2022, closing a stake of 750 shares — an estimated $61K sold.

Stonebridge Financial Planning Group first reported a position in MRK in Q4 2019 and held it in 9 quarters. The position peaked at $127K in Q4 2019. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 750 Merck shares in Q1 2022, an estimated $61K.
  • Stonebridge Financial Planning Group first reported a position in Merck in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Merck position peaked at $127K in Q4 2019.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.