Ellevest Inc’s Markel Group MKL Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-46	Closed	-$58.8K	–	1116
2023 Q1	$58.8K	Buy	46 +10	+28%	+$13.3K	﹤0.01%	558
2022 Q4	$47.4K	Buy	36 +19	+112%	+$23.5K	﹤0.01%	618
2022 Q3	$18K	Buy	+17	New	+$20.7K	﹤0.01%	839
2022 Q2	–	Sell	-1	Closed	-$1K	–	1567
2022 Q1	$1K	Sell	1 -6	-86%	-$7.75K	﹤0.01%	1316
2021 Q4	$9K	Sell	7 -1	-13%	-$1.26K	﹤0.01%	876
2021 Q3	$10K	Hold	8	–	–	﹤0.01%	818
2021 Q2	$9K	Buy	8 +7	+700%	+$8.39K	﹤0.01%	788
2021 Q1	$1K	Buy	+1	New	+$1.08K	﹤0.01%	1175
2020 Q2	–	Sell	-1	Closed	-$1K	–	1252
2020 Q1	$1K	Hold	1	–	–	﹤0.01%	929
2019 Q4	$1K	Buy	+1	New	+$1.14K	﹤0.01%	819

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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Baillie Gifford & Co

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return