SYSTM Wealth Solutions’s Merck MRK Stock Holding History

SYSTM Wealth Solutions’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	$38.2K	Sell	334 -24,655	-99%	-$2.93M	1.16%	27
2024 Q2	$3.1M	Sell	24,989 -24,157	-49%	-$3.11M	0.69%	48
2024 Q1	$6.51M	Sell	49,146 -2,281	-4%	-$281K	0.82%	23
2023 Q4	$5.63M	Buy	51,427 +669	+1%	+$69.4K	0.78%	24
2023 Q3	$5.23M	Sell	50,758 -10,112	-17%	-$1.09M	0.8%	24
2023 Q2	$7.02M	Sell	60,870 -20,989	-26%	-$2.38M	0.95%	15
2023 Q1	$8.71M	Sell	81,859 -4,704	-5%	-$508K	1.34%	9
2022 Q4	$9.6M	Buy	+86,563	New	+$8.85M	1.19%	9

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's MRK Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Merck (MRK) stake by 99% in Q3 2024, selling an estimated $2.93M and leaving 334 shares worth $38.2K. The position accounts for 1.16% of the portfolio, ranked #27.

SYSTM Wealth Solutions first reported a position in MRK in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.6M in Q4 2022. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

SYSTM Wealth Solutions held 334 shares of Merck worth $38.2K as of Q3 2024.
SYSTM Wealth Solutions sold 24,655 Merck shares in Q3 2024, an estimated $2.93M.
Merck made up 1.16% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #27 holding.
SYSTM Wealth Solutions first reported a position in Merck in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Merck position peaked at $9.6M in Q4 2022.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.