UBS O'Connor’s Merck MRK Stock Holding History

UBS O'Connor’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
2024 Q3	–	Sell	-20,000	Closed	-$3.8K	–	569
2024 Q2	$3.8K	Buy	+20,000	New	+$2.58M	﹤0.01%	527

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS O'Connor's MRK Position: Q4 2023 in Review

UBS O'Connor sold out of Merck (MRK) in Q4 2023, closing a stake of 5,790 shares — an estimated $596K sold.

UBS O'Connor first reported a position in MRK in Q2 2013 and held it in 6 quarters. The position peaked at $4.83M in Q2 2013. 3,434 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

UBS O'Connor reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
UBS O'Connor sold 5,790 Merck shares in Q4 2023, an estimated $596K.
UBS O'Connor first reported a position in Merck in Q2 2013 and held it in 6 quarters.
UBS O'Connor's Merck position peaked at $4.83M in Q2 2013.
3,434 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on UBS O'Connor's 13F filing for Q4 2023, filed 14 Feb 2024.