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Tobias Financial Advisors’s Merck MRK Stock Holding History

Tobias Financial 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
2022
Q1 		– Sell
-407,484
Closed -$31.2M – 108
2021
Q4 		$31.2M Buy
+407,484
New +$32.5M 2.45% 16
2020
Q1 		– Sell
-213
Closed -$18K – 192
2019
Q4 		$18K Buy
+213
New +$17.5K 0.01% 155

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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tobias Financial Advisors's MRK Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Merck (MRK) in Q1 2022, closing a stake of 407,484 shares — an estimated $31.2M sold.

Tobias Financial Advisors first reported a position in MRK in Q4 2019 and held it in 2 quarters. The position peaked at $31.2M in Q4 2021. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Tobias Financial Advisors reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 407,484 Merck shares in Q1 2022, an estimated $31.2M.
  • Tobias Financial Advisors first reported a position in Merck in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's Merck position peaked at $31.2M in Q4 2021.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.