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Sugarloaf Wealth Management’s Merck MRK Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$547K Sell
5,501
-188
-3% -$19.4K 0.1% 86
2024
Q3 		$646K Buy
5,689
+7
+0.1% +$832 0.12% 77
2024
Q2 		$703K Buy
5,682
+6
+0.1% +$773 0.14% 71
2024
Q1 		$749K Sell
5,676
-125
-2% -$15.4K 0.16% 66
2023
Q4 		$632K Buy
5,801
+140
+2% +$14.5K 0.15% 72
2023
Q3 		$583K Buy
5,661
+7
+0.1% +$754 0.15% 72
2023
Q2 		$652K Sell
5,654
-272
-5% -$30.9K 0.15% 66
2023
Q1 		$631K Sell
5,926
-284
-5% -$30.7K 0.16% 64
2022
Q4 		$689K Sell
6,210
-183
-3% -$18.7K 0.17% 57
2022
Q3 		$551K Buy
6,393
+10
+0.2% +$893 0.14% 69
2022
Q2 		$582K Buy
+6,383
New +$566K 0.15% 67
2022
Q1 		– Sell
-6,295
Closed -$482K – 743
2021
Q4 		$482K Buy
6,295
+11
+0.2% +$876 0.11% 71
2021
Q3 		$472K Buy
6,284
+10
+0.2% +$761 0.12% 71
2021
Q2 		$488K Sell
6,274
-115
-2% -$8.55K 0.13% 71
2021
Q1 		$470 Buy
6,389
+10
+0.2% +$738 0.14% 70
2020
Q4 		$498K Sell
6,379
-148
-2% -$11.3K 0.17% 67
2020
Q3 		$517K Sell
6,527
-326
-5% -$25.5K 0.19% 63
2020
Q2 		$506K Buy
6,853
+10
+0.1% +$753 0.19% 65
2020
Q1 		$502K Buy
6,843
+148
+2% +$11.6K 0.22% 62
2019
Q4 		$581K Buy
+6,695
New +$550K 0.25% 69

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's MRK Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Merck (MRK) stake by 3.3% in Q4 2024, selling an estimated $19.4K and leaving 5,501 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #86.

Sugarloaf Wealth Management first reported a position in MRK in Q4 2019 and has held it in 20 quarters since. The position peaked at $749K in Q1 2024. 3,607 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Sugarloaf Wealth Management held 5,501 shares of Merck worth $547K as of Q4 2024.
  • Sugarloaf Wealth Management sold 188 Merck shares in Q4 2024, an estimated $19.4K.
  • Merck made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #86 holding.
  • Sugarloaf Wealth Management first reported a position in Merck in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's Merck position peaked at $749K in Q1 2024.
  • 3,607 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.