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StrategIQ Financial Group’s Merck MRK Stock Holding History

StrategIQ 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
Q4 		$1.41M Sell
12,928
-24
-0.2% -$2.49K 0.16% 119
2023
Q3 		$1.33M Buy
12,952
+2,623
+25% +$283K 0.15% 118
2023
Q2 		$1.19M Buy
10,329
+102
+1% +$11.6K 0.14% 124
2023
Q1 		$1.09M Hold
10,227
– – 0.13% 125
2022
Q4 		$1.13M Sell
10,227
-40
-0.4% -$4.09K 0.13% 119
2022
Q3 		$884K Sell
10,267
-12
-0.1% -$1.07K 0.11% 128
2022
Q2 		$937K Buy
10,279
+1,706
+20% +$151K 0.11% 130
2022
Q1 		$703K Buy
8,573
+12
+0.1% +$946 0.08% 171
2021
Q4 		$656K Buy
8,561
+679
+9% +$54.1K 0.07% 175
2021
Q3 		$592K Buy
7,882
+250
+3% +$19K 0.12% 137
2021
Q2 		$594K Sell
7,632
-366
-5% -$27.2K 0.12% 135
2021
Q1 		$588K Buy
7,998
+114
+1% +$8.41K 0.12% 130
2020
Q4 		$615K Hold
7,884
– – 0.14% 126
2020
Q3 		$624K Buy
7,884
+2,410
+44% +$189K 0.16% 112
2020
Q2 		$404K Buy
5,474
+247
+5% +$18.6K 0.11% 134
2020
Q1 		$384K Buy
5,227
+389
+8% +$30.6K 0.12% 135
2019
Q4 		$420K Buy
4,838
+254
+6% +$20.9K 0.11% 150
2019
Q3 		$368K Hold
4,584
– – 0.1% 149
2019
Q2 		$367K Buy
4,584
+336
+8% +$25.7K 0.11% 148
2019
Q1 		$337K Sell
4,248
-126
-3% -$9.42K 0.1% 146
2018
Q4 		$319K Sell
4,374
-210
-5% -$14.8K 0.11% 143
2018
Q3 		$310K Buy
4,584
+378
+9% +$24.1K 0.1% 146
2018
Q2 		$244K Buy
+4,206
New +$237K 0.08% 157
2017
Q4 		– Sell
-5,546
Closed -$339K – 165
2017
Q3 		$339K Hold
5,546
– – 0.14% 105
2017
Q2 		$339K Buy
5,546
+1,158
+26% +$70.5K 0.14% 107
2017
Q1 		$266K Hold
4,388
– – 0.12% 114
2016
Q4 		$246K Buy
+4,388
New +$257K 0.12% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

StrategIQ Financial Group's MRK Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Merck (MRK) stake by 0.19% in Q4 2023, selling an estimated $2.49K and leaving 12,928 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #119.

StrategIQ Financial Group first reported a position in MRK in Q4 2016 and has held it in 27 quarters since. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • StrategIQ Financial Group held 12,928 shares of Merck worth $1.41M as of Q4 2023.
  • StrategIQ Financial Group sold 24 Merck shares in Q4 2023, an estimated $2.49K.
  • Merck made up 0.16% of StrategIQ Financial Group's portfolio in Q4 2023, its #119 holding.
  • StrategIQ Financial Group first reported a position in Merck in Q4 2016 and has held it in 27 quarters since.
  • 3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.