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Strategic Financial Concepts’s Merck MRK Stock Holding History

Strategic Financial Concepts’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
-35,057
Closed -$63.8K – 528
2024
Q2 		$63.8K Buy
35,057
+32,832
+1,476% +$4.23M 0.04% 220
2024
Q1 		$294K Buy
2,225
+253
+13% +$31.2K 0.07% 232
2023
Q4 		$215K Sell
1,972
-603
-23% -$62.6K 0.13% 128
2023
Q3 		$265K Buy
2,575
+158
+7% +$17K 0.09% 203
2023
Q2 		$279K Buy
2,417
+55
+2% +$6.25K 0.1% 180
2023
Q1 		$251K Buy
+2,362
New +$255K 0.1% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Financial Concepts's MRK Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Merck (MRK) in Q3 2024, closing a stake of 35,057 shares — an estimated $63.8K sold.

Strategic Financial Concepts first reported a position in MRK in Q1 2023 and held it in 6 quarters. The position peaked at $294K in Q1 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 35,057 Merck shares in Q3 2024, an estimated $63.8K.
  • Strategic Financial Concepts first reported a position in Merck in Q1 2023 and held it in 6 quarters.
  • Strategic Financial Concepts's Merck position peaked at $294K in Q1 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.