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swisspartners’s Merck MRK Stock Holding History

swisspartners’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
Q4 		$1.14M Buy
10,293
+5,903
+134% +$603K 1.46% 25
2022
Q3 		$378K Hold
4,390
– – 0.39% 48
2022
Q2 		$413K Sell
4,390
-700
-14% -$62.1K 0.39% 49
2022
Q1 		$417K Hold
5,090
– – 0.33% 53
2021
Q4 		$395K Hold
5,090
– – 0.28% 62
2021
Q3 		$382K Buy
+5,090
New +$387K 0.3% 61

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

swisspartners's MRK Position: Q4 2022 in Review

swisspartners increased its Merck (MRK) stake by 134% in Q4 2022, buying an estimated $603K and bringing the position to 10,293 shares worth $1.14M. The position accounts for 1.46% of the portfolio, ranked #25.

swisspartners first reported a position in MRK in Q3 2021 and has held it in 6 quarters since. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • swisspartners held 10,293 shares of Merck worth $1.14M as of Q4 2022.
  • swisspartners bought 5,903 Merck shares in Q4 2022, an estimated $603K.
  • Merck made up 1.46% of swisspartners's portfolio in Q4 2022, its #25 holding.
  • swisspartners first reported a position in Merck in Q3 2021 and has held it in 6 quarters since.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on swisspartners's 13F filing for Q4 2022, filed 14 Feb 2023.