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TRUADVICE’s Merck MRK Stock Holding History

TRUADVICE’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 		$411K Buy
4,049
+1,449
+56% +$156K 0.16% 149
2023
Q2 		$274K Buy
2,600
+361
+16% +$41K 0.1% 199
2023
Q1 		$259K Buy
+2,239
New +$242K 0.1% 198
2021
Q3 		– Sell
-4,953
Closed -$386K – 231
2021
Q2 		$386K Buy
4,953
+396
+9% +$29.5K 0.08% 208
2021
Q1 		$320K Sell
4,557
-5,122
-53% -$378K 0.09% 194
2020
Q4 		$712K Buy
9,679
+1,223
+14% +$93.5K 0.22% 110
2020
Q3 		$646K Buy
+8,456
New +$662K 0.26% 92

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

TRUADVICE's MRK Position: Q3 2023 in Review

TRUADVICE increased its Merck (MRK) stake by 56% in Q3 2023, buying an estimated $156K and bringing the position to 4,049 shares worth $411K. The position accounts for 0.16% of the portfolio, ranked #149.

TRUADVICE first reported a position in MRK in Q3 2020 and has held it in 7 quarters since. The position peaked at $712K in Q4 2020. 3,213 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • TRUADVICE held 4,049 shares of Merck worth $411K as of Q3 2023.
  • TRUADVICE bought 1,449 Merck shares in Q3 2023, an estimated $156K.
  • Merck made up 0.16% of TRUADVICE's portfolio in Q3 2023, its #149 holding.
  • TRUADVICE first reported a position in Merck in Q3 2020 and has held it in 7 quarters since.
  • TRUADVICE's Merck position peaked at $712K in Q4 2020.
  • 3,213 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.