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Freedom Investment Management’s Markel Group MKL Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-228
Closed -$267K – 1058
2018
Q1 		$267K Hold
228
– – 0.01% 916
2017
Q4 		$260K Sell
228
-3
-1% -$3.28K 0.01% 942
2017
Q3 		$247K Buy
231
+5
+2% +$5.17K 0.01% 937
2017
Q2 		$220K Buy
226
+7
+3% +$6.79K 0.01% 947
2017
Q1 		$214K Buy
+219
New +$207K 0.01% 936

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freedom Investment Management's MKL Position: Q2 2018 in Review

Freedom Investment Management sold out of Markel Group (MKL) in Q2 2018, closing a stake of 228 shares — an estimated $267K sold.

Freedom Investment Management first reported a position in MKL in Q1 2017 and held it in 5 quarters. The position peaked at $267K in Q1 2018. 496 funds tracked by Wall St. Rank hold MKL as of Q2 2018.

  • Freedom Investment Management reported no remaining Markel Group position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 228 Markel Group shares in Q2 2018, an estimated $267K.
  • Freedom Investment Management first reported a position in Markel Group in Q1 2017 and held it in 5 quarters.
  • Freedom Investment Management's Markel Group position peaked at $267K in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Markel Group as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.