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Capital Directions Investment Advisors’s Markel Group MKL Stock Holding History

Capital Directions Investment Advisors’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-29
Closed -$27K – 230
2020
Q1 		$27K Hold
29
– – 0.01% 144
2019
Q4 		$33K Hold
29
– – 0.01% 155
2019
Q3 		$34K Buy
+29
New +$32.9K 0.01% 154

Other funds holding MKL

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Capital Directions Investment Advisors's MKL Position: Q2 2020 in Review

Capital Directions Investment Advisors sold out of Markel Group (MKL) in Q2 2020, closing a stake of 29 shares — an estimated $27K sold.

Capital Directions Investment Advisors first reported a position in MKL in Q3 2019 and held it in 3 quarters. The position peaked at $34K in Q3 2019. 518 funds tracked by Wall St. Rank hold MKL as of Q2 2020.

  • Capital Directions Investment Advisors reported no remaining Markel Group position as of Q2 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 29 Markel Group shares in Q2 2020, an estimated $27K.
  • Capital Directions Investment Advisors first reported a position in Markel Group in Q3 2019 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Markel Group position peaked at $34K in Q3 2019.
  • 518 funds tracked by Wall St. Rank held Markel Group as of Q2 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.