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Essex Savings Bank’s Markel Group MKL Stock Holding History

Essex Savings 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
2019
Q3 		– Sell
-7
Closed -$4K – 452
2019
Q2 		$4K Buy
7
+6
+600% +$6.29K ﹤0.01% 706
2019
Q1 		$1K Hold
1
– – ﹤0.01% 637
2018
Q4 		$1K Buy
+1
New +$1.09K ﹤0.01% 648

Other funds holding MKL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Essex Savings Bank's MKL Position: Q3 2019 in Review

Essex Savings Bank sold out of Markel Group (MKL) in Q3 2019, closing a stake of 7 shares — an estimated $4K sold.

Essex Savings Bank first reported a position in MKL in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Essex Savings Bank reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 7 Markel Group shares in Q3 2019, an estimated $4K.
  • Essex Savings Bank first reported a position in Markel Group in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Markel Group position peaked at $4K in Q2 2019.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.