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Winning Points Advisors’s Merck MRK Stock Holding History

Winning Points 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
2024
Q3 		$336K Buy
+3,222
New +$383K 0.57% 27
2024
Q1 		$373K Hold
3,422
– – 0.57% 27
2023
Q4 		$373K Buy
3,422
+200
+6% +$20.8K 0.57% 27
2023
Q3 		$336K Sell
3,222
-200
-6% -$21.6K 0.6% 25
2023
Q2 		$373K Buy
3,422
+13
+0.4% +$1.48K 0.57% 27
2023
Q1 		$363K Buy
3,409
+1
+0% +$108 0.4% 33
2022
Q4 		$378K Sell
3,408
-201
-6% -$20.5K 0.48% 32
2022
Q3 		$313K Sell
3,609
-12
-0.3% -$1.07K 0.38% 38
2022
Q2 		$330K Sell
3,621
-1,000
-22% -$88.7K 0.36% 38
2022
Q1 		$379K Sell
4,621
-3,448
-43% -$272K 0.29% 44
2021
Q4 		$677K Buy
8,069
+3,448
+75% +$275K 0.49% 38
2021
Q3 		$347K Buy
4,621
+563
+14% +$42.8K 0.25% 50
2021
Q2 		$316K Sell
4,058
-1,690
-29% -$126K 0.24% 49
2021
Q1 		$423K Buy
5,748
+420
+8% +$31K 0.32% 47
2020
Q4 		$416K Sell
5,328
-2,882
-35% -$220K 0.33% 43
2020
Q3 		$650K Sell
8,210
-210
-2% -$16.4K 0.55% 35
2020
Q2 		$621K Hold
8,420
– – 0.59% 33
2020
Q1 		$618K Sell
8,420
-36
-0.4% -$2.83K 0.6% 33
2019
Q4 		$734K Hold
8,456
– – 0.47% 42
2019
Q3 		$669K Hold
8,456
– – 0.48% 38
2019
Q2 		$677K Hold
8,456
– – 0.49% 38
2019
Q1 		$671K Hold
8,456
– – 0.52% 40
2018
Q4 		$610K Buy
8,456
+943
+13% +$66.6K 0.52% 41
2018
Q3 		$509K Sell
7,513
-1,258
-14% -$80.1K 0.37% 48
2018
Q2 		$508K Hold
8,771
– – 0.41% 46
2018
Q1 		$450K Hold
8,771
– – 0.37% 48
2017
Q4 		$471K Sell
8,771
-131
-1% -$7.26K 0.38% 48
2017
Q3 		$518K Buy
8,902
+419
+5% +$25.4K 0.45% 44
2017
Q2 		$520K Sell
8,483
-419
-5% -$25.5K 0.51% 43
2017
Q1 		$540K Hold
8,902
– – 0.53% 41
2016
Q4 		$500K Buy
+8,902
New +$521K 0.55% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winning Points Advisors's MRK Position: Q3 2024 in Review

Winning Points Advisors opened a new position in Merck (MRK) in Q3 2024: 3,222 shares worth $336K. The stake represents 0.57% of the portfolio and ranks #27 among its holdings. This is a return to the name: Winning Points Advisors previously reported a position in MRK as recently as Q1 2024.

Winning Points Advisors first reported a position in MRK in Q4 2016 and has held it in 31 quarters since. The position peaked at $734K in Q4 2019. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Winning Points Advisors held 3,222 shares of Merck worth $336K as of Q3 2024.
  • Merck was a new Winning Points Advisors position in Q3 2024.
  • Merck made up 0.57% of Winning Points Advisors's portfolio in Q3 2024, its #27 holding.
  • Winning Points Advisors first reported a position in Merck in Q4 2016 and has held it in 31 quarters since.
  • Winning Points Advisors's Merck position peaked at $734K in Q4 2019.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Winning Points Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.