Team Hewins’s Merck MRK Stock Holding History

Team Hewins’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 Q4	–	Sell	-22,231	Closed	-$2.3M	–	43
2023 Q3	$2.3M	Buy	+22,231	New	+$2.4M	0.53%	29

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Team Hewins's MRK Position: Q4 2023 in Review

Team Hewins sold out of Merck (MRK) in Q4 2023, closing a stake of 22,231 shares — an estimated $2.3M sold.

Team Hewins first reported a position in MRK in Q3 2023 and held it in 1 quarter. The position peaked at $2.3M in Q3 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

Team Hewins reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
Team Hewins sold 22,231 Merck shares in Q4 2023, an estimated $2.3M.
Team Hewins first reported a position in Merck in Q3 2023 and held it in 1 quarter.
Team Hewins's Merck position peaked at $2.3M in Q3 2023.
3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Team Hewins's 13F filing for Q4 2023, filed 9 Feb 2024.