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Meridian Wealth Management’s Markel Group MKL Stock Holding History

Meridian Wealth 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
2019
Q3 		– Sell
-21
Closed -$229 – 374
2019
Q2 		$229 Buy
+21
New +$22K 0.01% 516

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Wellington Management Group
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ACM
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State Street
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DSA
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Meridian Wealth Management's MKL Position: Q3 2019 in Review

Meridian Wealth Management sold out of Markel Group (MKL) in Q3 2019, closing a stake of 21 shares — an estimated $229 sold.

Meridian Wealth Management first reported a position in MKL in Q2 2019 and held it in 1 quarter. The position peaked at $229 in Q2 2019. 509 funds tracked by Wall St. Rank hold MKL as of Q3 2019.

  • Meridian Wealth Management reported no remaining Markel Group position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 21 Markel Group shares in Q3 2019, an estimated $229.
  • Meridian Wealth Management first reported a position in Markel Group in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Markel Group position peaked at $229 in Q2 2019.
  • 509 funds tracked by Wall St. Rank held Markel Group as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.