YWP
MRK icon

YorkBridge Wealth Partners’s Merck MRK Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$3.17M Sell
28,548
-3,051
-10% -$312K 0.8% 31
2022
Q3 		$2.72M Buy
31,599
+3,267
+12% +$292K 0.7% 35
2022
Q2 		$2.58M Sell
28,332
-629
-2% -$55.8K 0.68% 37
2022
Q1 		$2.38M Buy
28,961
+283
+1% +$22.3K 0.52% 48
2021
Q4 		$2.2M Sell
28,678
-66
-0.2% -$5.26K 0.49% 54
2021
Q3 		$2.16M Buy
28,744
+251
+0.9% +$19.1K 0.54% 52
2021
Q2 		$2.22M Sell
28,493
-878
-3% -$65.3K 0.58% 49
2021
Q1 		$2.16M Buy
29,371
+12,369
+73% +$912K 0.64% 44
2020
Q4 		$1.33M Buy
17,002
+558
+3% +$42.7K 0.44% 60
2020
Q3 		$1.3M Buy
16,444
+789
+5% +$61.8K 0.55% 55
2020
Q2 		$1.16M Buy
15,655
+4
+0% +$301 0.53% 57
2020
Q1 		$1.15M Sell
15,651
-252
-2% -$19.8K 0.71% 50
2019
Q4 		$1.38M Buy
15,903
+236
+2% +$19.4K 0.63% 51
2019
Q3 		$1.26M Buy
15,667
+204
+1% +$16.3K 0.63% 51
2019
Q2 		$1.24M Sell
15,463
-2,634
-15% -$202K 0.55% 51
2019
Q1 		$1.44M Sell
18,097
-2,697
-13% -$202K 0.66% 42
2018
Q4 		$1.52M Sell
20,794
-117
-0.6% -$8.26K 0.8% 35
2018
Q3 		$1.43M Sell
20,911
-410
-2% -$26.1K 0.65% 45
2018
Q2 		$1.24M Buy
21,321
+788
+4% +$44.5K 0.54% 51
2018
Q1 		$1.11M Buy
20,533
+738
+4% +$39.9K 0.51% 56
2017
Q4 		$1.06M Sell
19,795
-972
-5% -$53.9K 0.51% 51
2017
Q3 		$1.27M Buy
20,767
+893
+4% +$54.1K 0.66% 43
2017
Q2 		$1.22M Sell
19,874
-313
-2% -$19.1K 0.65% 46
2017
Q1 		$1.21M Buy
20,187
+894
+5% +$54.2K 0.63% 44
2016
Q4 		$1.15M Buy
+19,293
New +$1.13M 0.68% 39

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's MRK Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Merck (MRK) stake by 9.7% in Q4 2022, selling an estimated $312K and leaving 28,548 shares worth $3.17M. The position accounts for 0.8% of the portfolio, ranked #31.

YorkBridge Wealth Partners first reported a position in MRK in Q4 2016 and has held it in 25 quarters since. 3,234 funds tracked by Wall St. Rank hold MRK as of Q4 2022.

  • YorkBridge Wealth Partners held 28,548 shares of Merck worth $3.17M as of Q4 2022.
  • YorkBridge Wealth Partners sold 3,051 Merck shares in Q4 2022, an estimated $312K.
  • Merck made up 0.8% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #31 holding.
  • YorkBridge Wealth Partners first reported a position in Merck in Q4 2016 and has held it in 25 quarters since.
  • 3,234 funds tracked by Wall St. Rank held Merck as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.