Skip to content
Disclosery

Avalon Investment & Advisory: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on MRK, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 736,753 MRK shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 736,753 shares
    Change vs previous 13F -19,639 shares

    2.15% of the 13F portfolio, value $78,383,138.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 756,392 shares
    Change vs previous 13F -3,341 shares

    2.39% of the 13F portfolio, value $83,922,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 759,733 shares
    Change vs previous 13F -17,622 shares

    2.03% of the 13F portfolio, value $65,428,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 777,355 shares
    Change vs previous 13F +2,490 shares

    2% of the 13F portfolio, value $70,871,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 774,865 shares
    Change vs previous 13F +17,034 shares

    1.54% of the 13F portfolio, value $63,578,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 757,831 shares
    Change vs previous 13F -65,855 shares

    1.43% of the 13F portfolio, value $58,080,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 823,686 shares
    Change vs previous 13F -5,675 shares

    1.43% of the 13F portfolio, value $61,867,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 829,361 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $64,499,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).