Wharton Business Group’s Merck MRK Stock Holding History

Wharton Business Group’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	-1,641	Closed	-$203K	–	145
2024 Q2	$203K	Sell	1,641 -45	-3%	-$5.8K	0.01%	133
2024 Q1	$222K	Buy	+1,686	New	+$208K	0.01%	129
2021 Q2	–	Sell	-3,391	Closed	-$249K	–	125
2021 Q1	$249K	Buy	3,391 +47	+1%	+$3.47K	0.02%	106
2020 Q4	$261K	Hold	3,344	–	–	0.02%	103
2020 Q3	$265K	Buy	+3,344	New	+$262K	0.02%	101
2015 Q4	–	Sell	-43,802	Closed	-$2.06M	–	129
2015 Q3	$2.06M	Buy	43,802 +42	+0.1%	+$2.23K	0.2%	68
2015 Q2	$2.38K	Buy	43,760 +5,468	+14%	+$307K	0.16%	71
2015 Q1	$2.1M	Hold	38,292	–	–	0.17%	76
2014 Q4	$2.08M	Hold	38,292	–	–	0.17%	78
2014 Q3	$2.17M	Hold	38,292	–	–	0.19%	81
2014 Q2	$2.11M	Hold	38,292	–	–	0.23%	77
2014 Q1	$2.07M	Hold	38,292	–	–	0.17%	93
2013 Q4	$1.83M	Hold	38,292	–	–	0.15%	91
2013 Q3	$1.74M	Hold	38,292	–	–	0.15%	89
2013 Q2	$1.7M	Buy	+38,292	New	+$1.71M	0.15%	91

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

Wharton Business Group's MRK Position: Q3 2024 in Review

Wharton Business Group sold out of Merck (MRK) in Q3 2024, closing a stake of 1,641 shares — an estimated $203K sold.

Wharton Business Group first reported a position in MRK in Q2 2013 and held it in 15 quarters. The position peaked at $2.17M in Q3 2014. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

Wharton Business Group reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
Wharton Business Group sold 1,641 Merck shares in Q3 2024, an estimated $203K.
Wharton Business Group first reported a position in Merck in Q2 2013 and held it in 15 quarters.
Wharton Business Group's Merck position peaked at $2.17M in Q3 2014.
3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Wharton Business Group's 13F filing for Q3 2024, filed 7 Nov 2024.