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Citizens Business Bank’s Markel Group MKL Stock Holding History

Citizens Business Bank’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
2018
Q3 		– Sell
-512
Closed -$555K – 281
2018
Q2 		$555K Hold
512
– – 0.1% 206
2018
Q1 		$599K Hold
512
– – 0.11% 189
2017
Q4 		$583K Hold
512
– – 0.1% 204
2017
Q3 		$547K Buy
+512
New +$529K 0.09% 204

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Citizens Business Bank's MKL Position: Q3 2018 in Review

Citizens Business Bank sold out of Markel Group (MKL) in Q3 2018, closing a stake of 512 shares — an estimated $555K sold.

Citizens Business Bank first reported a position in MKL in Q3 2017 and held it in 4 quarters. The position peaked at $599K in Q1 2018. 520 funds tracked by Wall St. Rank hold MKL as of Q3 2018.

  • Citizens Business Bank reported no remaining Markel Group position as of Q3 2018 after selling out during the quarter.
  • Citizens Business Bank sold 512 Markel Group shares in Q3 2018, an estimated $555K.
  • Citizens Business Bank first reported a position in Markel Group in Q3 2017 and held it in 4 quarters.
  • Citizens Business Bank's Markel Group position peaked at $599K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held Markel Group as of Q3 2018.

Based on Citizens Business Bank's 13F filing for Q3 2018, filed 18 Nov 2022.