Sweet Financial Partners’s Merck MRK Stock Holding History

Sweet Financial Partners’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 Q3	$608K	Sell	5,354 -2,514	-32%	-$299K	0.13%	115
2024 Q2	$974K	Sell	7,868 -2,451	-24%	-$316K	0.22%	77
2024 Q1	$1.36M	Sell	10,319 -12,973	-56%	-$1.6M	0.31%	69
2023 Q4	$2.54M	Buy	23,292 +2,837	+14%	+$294K	0.6%	33
2023 Q3	$2.11M	Buy	20,455 +1,292	+7%	+$139K	0.56%	33
2023 Q2	$2.21M	Buy	19,163 +3,037	+19%	+$345K	0.58%	32
2023 Q1	$1.72M	Buy	16,126 +2,411	+18%	+$260K	0.47%	36
2022 Q4	$1.52M	Buy	13,715 +993	+8%	+$102K	0.45%	32
2022 Q3	$1.1M	Buy	12,722 +6,507	+105%	+$581K	0.35%	41
2022 Q2	$567K	Sell	6,215 -208	-3%	-$18.4K	0.18%	78
2022 Q1	$527K	Buy	6,423 +153	+2%	+$12.1K	0.14%	94
2021 Q4	$481K	Buy	+6,270	New	+$499K	0.2%	71

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sweet Financial Partners's MRK Position: Q3 2024 in Review

Sweet Financial Partners reduced its Merck (MRK) stake by 32% in Q3 2024, selling an estimated $299K and leaving 5,354 shares worth $608K. The position accounts for 0.13% of the portfolio, ranked #115.

Sweet Financial Partners first reported a position in MRK in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2023. 3,496 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Sweet Financial Partners held 5,354 shares of Merck worth $608K as of Q3 2024.
Sweet Financial Partners sold 2,514 Merck shares in Q3 2024, an estimated $299K.
Merck made up 0.13% of Sweet Financial Partners's portfolio in Q3 2024, its #115 holding.
Sweet Financial Partners first reported a position in Merck in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Merck position peaked at $2.54M in Q4 2023.
3,496 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.