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Sutton Wealth Advisors’s Merck MRK Stock Holding History

Sutton Wealth Advisors’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
Q3 		$1.61M Buy
15,680
+230
+1% +$24.8K 0.79% 25
2023
Q2 		$1.78M Sell
15,450
-149
-1% -$16.9K 0.86% 25
2023
Q1 		$1.66M Sell
15,599
-6,020
-28% -$650K 0.89% 25
2022
Q4 		$2.4M Sell
21,619
-416
-2% -$42.5K 0.91% 23
2022
Q3 		$1.9M Buy
22,035
+1,036
+5% +$92.5K 0.77% 26
2022
Q2 		$1.91M Buy
20,999
+315
+2% +$27.9K 0.76% 26
2022
Q1 		$1.7M Buy
20,684
+219
+1% +$17.3K 0.58% 34
2021
Q4 		$1.57M Buy
20,465
+202
+1% +$16.1K 0.52% 37
2021
Q3 		$1.52M Buy
20,263
+28
+0.1% +$2.13K 0.56% 36
2021
Q2 		$1.57M Sell
20,235
-1,190
-6% -$88.5K 0.58% 35
2021
Q1 		$1.58M Buy
21,425
+29
+0.1% +$2.14K 0.62% 33
2020
Q4 		$1.67M Buy
21,396
+63
+0.3% +$4.82K 0.71% 28
2020
Q3 		$1.69M Sell
21,333
-530
-2% -$41.5K 0.82% 26
2020
Q2 		$1.61M Sell
21,863
-5
-0% -$376 0.84% 25
2020
Q1 		$1.61M Buy
21,868
+74
+0.3% +$5.82K 1.01% 17
2019
Q4 		$1.89M Hold
21,794
– – 0.97% 17
2019
Q3 		$1.75M Buy
21,794
+209
+1% +$16.8K 0.98% 17
2019
Q2 		$1.73M Buy
21,585
+14
+0.1% +$1.07K 0.99% 17
2019
Q1 		$1.71M Sell
21,571
-57
-0.3% -$4.26K 1% 18
2018
Q4 		$1.58M Buy
21,628
+13,308
+160% +$939K 1.02% 18
2018
Q3 		$563K Hold
8,320
– – 0.37% 46
2018
Q2 		$482K Sell
8,320
-11
-0.1% -$621 0.34% 52
2018
Q1 		$433K Buy
8,331
+263
+3% +$14.2K 0.31% 56
2017
Q4 		$433K Sell
8,068
-2
-0% -$111 0.32% 59
2017
Q3 		$493K Sell
8,070
-8
-0.1% -$485 0.38% 48
2017
Q2 		$494K Hold
8,078
– – 0.39% 47
2017
Q1 		$490K Hold
8,078
– – 0.41% 44
2016
Q4 		$454K Sell
8,078
-270
-3% -$15.8K 0.41% 44
2016
Q3 		$497K Buy
8,348
+6
+0.1% +$351 0.45% 41
2016
Q2 		$459K Sell
8,342
-212
-2% -$11.3K 0.43% 44
2016
Q1 		$432K Buy
+8,554
New +$419K 0.41% 43

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
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

Sutton Wealth Advisors's MRK Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Merck (MRK) stake by 1.5% in Q3 2023, buying an estimated $24.8K and bringing the position to 15,680 shares worth $1.61M. The position accounts for 0.79% of the portfolio, ranked #25.

Sutton Wealth Advisors first reported a position in MRK in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.4M in Q4 2022. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Sutton Wealth Advisors held 15,680 shares of Merck worth $1.61M as of Q3 2023.
  • Sutton Wealth Advisors bought 230 Merck shares in Q3 2023, an estimated $24.8K.
  • Merck made up 0.79% of Sutton Wealth Advisors's portfolio in Q3 2023, its #25 holding.
  • Sutton Wealth Advisors first reported a position in Merck in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Merck position peaked at $2.4M in Q4 2022.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.