JAM
Jupiter Asset Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,699
| Closed | -$7.49M | – | 469 |
|
|
2022
Q4 | $7.49M | Buy |
+5,699
| New | +$7.49M | 0.11% | 192 |
|
|
2021
Q3 | – | Sell |
-4,389
| Closed | -$5.21M | – | 611 |
|
|
2021
Q2 | $5.21M | Sell |
4,389
-2,608
| -37% | -$3.1M | 0.05% | 293 |
|
|
2021
Q1 | $8M | Buy |
6,997
+3,208
| +85% | +$3.67M | 0.08% | 245 |
|
|
2020
Q4 | $3.91M | Hold |
3,789
| – | – | 0.04% | 350 |
|
|
2020
Q3 | $3.7M | Hold |
3,789
| – | – | 0.04% | 334 |
|
|
2020
Q2 | $3.5M | Buy |
3,789
+700
| +23% | +$646K | 0.12% | 162 |
|
|
2020
Q1 | $2.87M | Buy |
+3,089
| New | +$2.87M | 0.12% | 150 |
|
|
2017
Q1 | – | Sell |
-10,260
| Closed | -$9.28M | – | 216 |
|
|
2016
Q4 | $9.28M | Sell |
10,260
-12,300
| -55% | -$11.1M | 0.35% | 80 |
|
|
2016
Q3 | $21M | Hold |
22,560
| – | – | 0.79% | 29 |
|
|
2016
Q2 | $21.5M | Hold |
22,560
| – | – | 0.82% | 29 |
|
|
2016
Q1 | $20.1M | Buy |
22,560
+6,544
| +41% | +$5.83M | 0.76% | 33 |
|
|
2015
Q4 | $14.1M | Sell |
16,016
-2,184
| -12% | -$1.93M | 0.52% | 45 |
|
|
2015
Q3 | $14.6M | Buy |
18,200
+1,300
| +8% | +$1.04M | 0.57% | 40 |
|
|
2015
Q2 | $13.5M | Buy |
16,900
+1,110
| +7% | +$889K | 0.47% | 52 |
|
|
2015
Q1 | $12.1M | Buy |
+15,790
| New | +$12.1M | 0.42% | 62 |
|