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MRK icon

Surevest’s Merck MRK Stock Holding History

Surevest’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
Q3 		$82K Sell
953
-355
-27% -$31.7K 0.02% 169
2022
Q2 		$119K Buy
1,308
+530
+68% +$47K 0.03% 159
2022
Q1 		$64K Hold
778
– – 0.02% 175
2021
Q4 		$60K Buy
+778
New +$62K 0.01% 175

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Surevest's MRK Position: Q3 2022 in Review

Surevest reduced its Merck (MRK) stake by 27% in Q3 2022, selling an estimated $31.7K and leaving 953 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #169.

Surevest first reported a position in MRK in Q4 2021 and has held it in 4 quarters since. The position peaked at $119K in Q2 2022. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

  • Surevest held 953 shares of Merck worth $82K as of Q3 2022.
  • Surevest sold 355 Merck shares in Q3 2022, an estimated $31.7K.
  • Merck made up 0.02% of Surevest's portfolio in Q3 2022, its #169 holding.
  • Surevest first reported a position in Merck in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Merck position peaked at $119K in Q2 2022.
  • 2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.