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Tilt Investment Management Holdings’s Merck MRK Stock Holding History

Tilt Investment Management Holdings’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 		$1.12M Sell
10,234
-3,017
-23% -$313K 1.21% 14
2023
Q3 		$1.37M Hold
13,251
– – 0.98% 23
2023
Q2 		$1.54M Hold
13,251
– – 1.02% 23
2023
Q1 		$1.43M Buy
13,251
+1,718
+15% +$185K 1.05% 22
2022
Q4 		$1.29M Buy
+11,533
New +$1.18M 1.09% 24

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tilt Investment Management Holdings's MRK Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Merck (MRK) stake by 23% in Q4 2023, selling an estimated $313K and leaving 10,234 shares worth $1.12M. The position accounts for 1.21% of the portfolio, ranked #14.

Tilt Investment Management Holdings first reported a position in MRK in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2023. 3,436 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Tilt Investment Management Holdings held 10,234 shares of Merck worth $1.12M as of Q4 2023.
  • Tilt Investment Management Holdings sold 3,017 Merck shares in Q4 2023, an estimated $313K.
  • Merck made up 1.21% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #14 holding.
  • Tilt Investment Management Holdings first reported a position in Merck in Q4 2022 and has held it in 5 quarters since.
  • Tilt Investment Management Holdings's Merck position peaked at $1.54M in Q2 2023.
  • 3,436 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.