JOYN Advisors’s Markel Group MKL Stock Holding History

JOYN 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
2019 Q1	–	Sell	-20	Closed	-$21K	–	885
2018 Q4	$21K	Hold	20	–	–	﹤0.01%	642
2018 Q3	$24K	Hold	20	–	–	﹤0.01%	624
2018 Q2	$22K	Buy	+20	New	+$22.6K	﹤0.01%	649

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 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

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

JOYN Advisors's MKL Position: Q1 2019 in Review

JOYN Advisors sold out of Markel Group (MKL) in Q1 2019, closing a stake of 20 shares — an estimated $21K sold.

JOYN Advisors first reported a position in MKL in Q2 2018 and held it in 3 quarters. The position peaked at $24K in Q3 2018. 523 funds tracked by Wall St. Rank hold MKL as of Q1 2019.

JOYN Advisors reported no remaining Markel Group position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 20 Markel Group shares in Q1 2019, an estimated $21K.
JOYN Advisors first reported a position in Markel Group in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Markel Group position peaked at $24K in Q3 2018.
523 funds tracked by Wall St. Rank held Markel Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.