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Tiedemann Advisors’s Merck MRK Stock Holding History

Tiedemann Advisors’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
Q3 		$816K Buy
7,868
+4,880
+163% +$526K 0.04% 135
2023
Q2 		$347K Sell
2,988
-232
-7% -$26.3K 0.01% 193
2023
Q1 		$345K Buy
3,220
+13
+0.4% +$1.4K 0.02% 195
2022
Q4 		$358K Buy
3,207
+244
+8% +$24.9K 0.02% 180
2022
Q3 		$256K Buy
2,963
+326
+12% +$29.1K 0.02% 194
2022
Q2 		$244K Sell
2,637
-1,944
-42% -$172K 0.02% 199
2022
Q1 		$379K Sell
4,581
-555
-11% -$43.8K 0.02% 210
2021
Q4 		$398K Sell
5,136
-305
-6% -$24.3K 0.02% 213
2021
Q3 		$412K Sell
5,441
-19,576
-78% -$1.49M 0.02% 207
2021
Q2 		$1.97M Sell
25,017
-1,770
-7% -$132K 0.08% 105
2021
Q1 		$1.99M Sell
26,787
-2,331
-8% -$172K 0.09% 102
2020
Q4 		$2.29M Sell
29,118
-1,939
-6% -$148K 0.11% 95
2020
Q3 		$2.48M Buy
31,057
+155
+0.5% +$12.1K 0.12% 112
2020
Q2 		$2.3M Sell
30,902
-468
-1% -$35.2K 0.12% 108
2020
Q1 		$2.32M Buy
31,370
+277
+0.9% +$21.8K 0.15% 93
2019
Q4 		$2.72M Buy
31,093
+2,860
+10% +$235K 0.13% 91
2019
Q3 		$2.28M Buy
28,233
+1,644
+6% +$132K 0.11% 115
2019
Q2 		$2.14M Sell
26,589
-18,611
-41% -$1.43M 0.11% 101
2019
Q1 		$3.61M Sell
45,200
-453
-1% -$33.9K 0.17% 91
2018
Q4 		$3.35M Buy
45,653
+32,707
+253% +$2.31M 0.17% 92
2018
Q3 		$882K Sell
12,946
-792
-6% -$50.5K 0.05% 182
2018
Q2 		$803K Buy
13,738
+6,878
+100% +$388K 0.05% 188
2018
Q1 		$360K Sell
6,860
-29
-0.4% -$1.57K 0.02% 220
2017
Q4 		$373K Sell
6,889
-13,131
-66% -$728K 0.03% 174
2017
Q3 		$1.21M Sell
20,020
-22,332
-53% -$1.35M 0.11% 131
2017
Q2 		$2.59M Buy
42,352
+9,835
+30% +$599K 0.19% 104
2017
Q1 		$1.97M Buy
32,517
+16,122
+98% +$978K 0.17% 119
2016
Q4 		$921K Buy
+16,395
New +$959K 0.09% 159

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

Tiedemann Advisors's MRK Position: Q3 2023 in Review

Tiedemann Advisors increased its Merck (MRK) stake by 163% in Q3 2023, buying an estimated $526K and bringing the position to 7,868 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #135.

Tiedemann Advisors first reported a position in MRK in Q4 2016 and has held it in 28 quarters since. The position peaked at $3.61M in Q1 2019. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Tiedemann Advisors held 7,868 shares of Merck worth $816K as of Q3 2023.
  • Tiedemann Advisors bought 4,880 Merck shares in Q3 2023, an estimated $526K.
  • Merck made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #135 holding.
  • Tiedemann Advisors first reported a position in Merck in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's Merck position peaked at $3.61M in Q1 2019.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.