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United Capital Management of KS’s Merck MRK Stock Holding History

United Capital Management of KS’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
Q2 		– Sell
-2,820
Closed -$300K – 84
2023
Q1 		$300K Sell
2,820
-265
-9% -$28.6K 0.11% 73
2022
Q4 		$342K Sell
3,085
-241
-7% -$24.6K 0.14% 71
2022
Q3 		$286K Sell
3,326
-487
-13% -$43.5K 0.13% 74
2022
Q2 		$348K Sell
3,813
-413
-10% -$36.6K 0.16% 71
2022
Q1 		$347K Buy
4,226
+1,224
+41% +$96.5K 0.13% 77
2021
Q4 		$230K Sell
3,002
-392
-12% -$31.2K 0.09% 86
2021
Q3 		$255K Sell
3,394
-176
-5% -$13.4K 0.1% 85
2021
Q2 		$278K Sell
3,570
-19,479
-85% -$1.45M 0.11% 86
2021
Q1 		$1.7M Buy
23,049
+1,375
+6% +$101K 0.78% 50
2020
Q4 		$1.69M Buy
21,674
+750
+4% +$57.4K 0.77% 49
2020
Q3 		$1.66M Buy
20,924
+1,909
+10% +$150K 0.87% 42
2020
Q2 		$1.4M Buy
19,015
+1,222
+7% +$92K 0.82% 45
2020
Q1 		$1.31M Buy
17,793
+3,856
+28% +$303K 1.1% 34
2019
Q4 		$1.21M Buy
13,937
+562
+4% +$46.2K 0.77% 46
2019
Q3 		$1.08M Buy
13,375
+878
+7% +$70.4K 0.79% 43
2019
Q2 		$1.01M Buy
12,497
+1,191
+11% +$91.2K 0.76% 46
2019
Q1 		$806K Buy
11,306
+23
+0.2% +$1.72K 0.63% 55
2018
Q4 		$823K Buy
11,283
+420
+4% +$29.6K 0.76% 48
2018
Q3 		$725K Buy
+10,863
New +$692K 0.58% 60

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Management of KS's MRK Position: Q2 2023 in Review

United Capital Management of KS sold out of Merck (MRK) in Q2 2023, closing a stake of 2,820 shares — an estimated $300K sold.

United Capital Management of KS first reported a position in MRK in Q3 2018 and held it in 19 quarters. The position peaked at $1.7M in Q1 2021. 3,256 funds tracked by Wall St. Rank hold MRK as of Q2 2023.

  • United Capital Management of KS reported no remaining Merck position as of Q2 2023 after selling out during the quarter.
  • United Capital Management of KS sold 2,820 Merck shares in Q2 2023, an estimated $300K.
  • United Capital Management of KS first reported a position in Merck in Q3 2018 and held it in 19 quarters.
  • United Capital Management of KS's Merck position peaked at $1.7M in Q1 2021.
  • 3,256 funds tracked by Wall St. Rank held Merck as of Q2 2023.

Based on United Capital Management of KS's 13F filing for Q2 2023, filed 4 Aug 2023.