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Lebenthal Asset Management’s Markel Group MKL Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-36
Closed -$33K – 528
2016
Q3 		$33K Buy
+36
New +$33.6K ﹤0.01% 496

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lebenthal Asset Management's MKL Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Markel Group (MKL) in Q4 2016, closing a stake of 36 shares — an estimated $33K sold.

Lebenthal Asset Management first reported a position in MKL in Q3 2016 and held it in 1 quarter. The position peaked at $33K in Q3 2016. 426 funds tracked by Wall St. Rank hold MKL as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Markel Group position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 36 Markel Group shares in Q4 2016, an estimated $33K.
  • Lebenthal Asset Management first reported a position in Markel Group in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Markel Group position peaked at $33K in Q3 2016.
  • 426 funds tracked by Wall St. Rank held Markel Group as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.