MWNA
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Marshall Wace North America’s Markel Group MKL Stock Holding History

Marshall Wace North America’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
2021
Q1 		– Sell
-3,469
Closed -$3.58M – 1673
2020
Q4 		$3.58M Buy
3,469
+657
+23% +$655K 0.02% 611
2020
Q3 		$2.74M Buy
+2,812
New +$2.86M 0.02% 507
2020
Q2 		– Sell
-47
Closed -$44K – 1345
2020
Q1 		$44K Sell
47
-2,374
-98% -$2.71M ﹤0.01% 1086
2019
Q4 		$2.77M Buy
+2,421
New +$2.76M 0.01% 504
2019
Q2 		– Sell
-80
Closed -$80K – 1423
2019
Q1 		$80K Sell
80
-2,502
-97% -$2.54M ﹤0.01% 1161
2018
Q4 		$2.68M Buy
2,582
+2,163
+516% +$2.37M 0.03% 373
2018
Q3 		$498K Buy
+419
New +$493K ﹤0.01% 704
2018
Q2 		– Sell
-273
Closed -$319K – 1569
2018
Q1 		$319K Buy
+273
New +$307K ﹤0.01% 1248

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return