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Terril Brothers’s Merck MRK Stock Holding History

Terril Brothers’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
Q1 		– Sell
-1,825
Closed -$202K – 56
2022
Q4 		$202K Buy
+1,825
New +$187K 0.1% 45
2022
Q2 		– Sell
-175,985
Closed -$14.4M – 59
2022
Q1 		$14.4M Sell
175,985
-4,477
-2% -$353K 2.95% 15
2021
Q4 		$13.8M Sell
180,462
-2,643
-1% -$211K 3.04% 14
2021
Q3 		$13.8M Sell
183,105
-2,720
-1% -$207K 3.4% 13
2021
Q2 		$14.5M Sell
185,825
-16,764
-8% -$1.25M 3.39% 13
2021
Q1 		$14.9M Sell
202,589
-7,404
-4% -$546K 3.79% 12
2020
Q4 		$16.4M Sell
209,993
-4,143
-2% -$317K 4.34% 10
2020
Q3 		$16.9M Sell
214,136
-5,759
-3% -$451K 5.2% 8
2020
Q2 		$16.2M Buy
219,895
+3,962
+2% +$298K 5.34% 6
2020
Q1 		$15.9M Sell
215,933
-4,106
-2% -$323K 6.88% 5
2019
Q4 		$19.1M Sell
220,039
-8,711
-4% -$715K 6.73% 7
2019
Q3 		$18.4M Sell
228,750
-6,561
-3% -$526K 6.2% 7
2019
Q2 		$18.8M Sell
235,311
-3,484
-1% -$267K 6% 7
2019
Q1 		$19M Sell
238,795
-9,901
-4% -$741K 5.98% 6
2018
Q4 		$18.1M Sell
248,696
-13,052
-5% -$921K 6.5% 3
2018
Q3 		$17.7M Sell
261,748
-3,249
-1% -$207K 5.46% 8
2018
Q2 		$15.3M Sell
264,997
-1,784
-0.7% -$101K 4.72% 9
2018
Q1 		$13.9M Buy
266,781
+5,203
+2% +$281K 4.21% 12
2017
Q4 		$14M Buy
+261,578
New +$14.5M 4.33% 11

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Terril Brothers's MRK Position: Q1 2023 in Review

Terril Brothers sold out of Merck (MRK) in Q1 2023, closing a stake of 1,825 shares — an estimated $202K sold.

Terril Brothers first reported a position in MRK in Q4 2017 and held it in 19 quarters. The position peaked at $19.1M in Q4 2019. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Terril Brothers reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Terril Brothers sold 1,825 Merck shares in Q1 2023, an estimated $202K.
  • Terril Brothers first reported a position in Merck in Q4 2017 and held it in 19 quarters.
  • Terril Brothers's Merck position peaked at $19.1M in Q4 2019.
  • 3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Terril Brothers's 13F filing for Q1 2023, filed 8 May 2023.