ZIMP
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Zimmermann Investment Management & Planning’s Merck MRK Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-2,063
Closed -$238K – 114
2023
Q2 		$238K Buy
+2,063
New +$234K 0.11% 97

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmermann Investment Management & Planning's MRK Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of Merck (MRK) in Q3 2023, closing a stake of 2,063 shares — an estimated $238K sold.

Zimmermann Investment Management & Planning first reported a position in MRK in Q2 2023 and held it in 1 quarter. The position peaked at $238K in Q2 2023. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,063 Merck shares in Q3 2023, an estimated $238K.
  • Zimmermann Investment Management & Planning first reported a position in Merck in Q2 2023 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Merck position peaked at $238K in Q2 2023.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.