Strategic Planning Group’s Merck MRK Stock Holding History

Strategic 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
2024 Q2	–	Sell	-10,951	Closed	-$1.45M	–	96
2024 Q1	$1.45M	Buy	10,951 +1,461	+15%	+$180K	0.36%	73
2023 Q4	$1.03M	Buy	+9,490	New	+$985K	0.34%	82

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Strategic Planning Group's MRK Position: Q2 2024 in Review

Strategic Planning Group sold out of Merck (MRK) in Q2 2024, closing a stake of 10,951 shares — an estimated $1.45M sold.

Strategic Planning Group first reported a position in MRK in Q4 2023 and held it in 2 quarters. The position peaked at $1.45M in Q1 2024. 3,545 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

Strategic Planning Group reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 10,951 Merck shares in Q2 2024, an estimated $1.45M.
Strategic Planning Group first reported a position in Merck in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's Merck position peaked at $1.45M in Q1 2024.
3,545 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.