Needelman Asset Management’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,295
| Closed | -$1.4M | – | 23 |
|
|
2018
Q2 | $1.4M | Sell |
1,295
-5
| -0.4% | -$5.42K | 3.05% | 13 |
|
|
2018
Q1 | $1.52M | Sell |
1,300
-10
| -0.8% | -$11.7K | 3.28% | 11 |
|
|
2017
Q4 | $1.49M | Sell |
1,310
-25
| -2% | -$28.5K | 3.73% | 6 |
|
|
2017
Q3 | $1.43M | Sell |
1,335
-5
| -0.4% | -$5.34K | 3.5% | 7 |
|
|
2017
Q2 | $1.31M | Sell |
1,340
-20
| -1% | -$19.5K | 3.37% | 8 |
|
|
2017
Q1 | $1.33M | Sell |
1,360
-5
| -0.4% | -$4.88K | 3.55% | 6 |
|
|
2016
Q4 | $1.24M | Sell |
1,365
-10
| -0.7% | -$9.05K | 3.42% | 7 |
|
|
2016
Q3 | $1.28M | Sell |
1,375
-370
| -21% | -$344K | 3.84% | 3 |
|
|
2016
Q2 | $1.66M | Sell |
1,745
-5
| -0.3% | -$4.77K | 4.75% | 1 |
|
|
2016
Q1 | $1.56M | Sell |
1,750
-15
| -0.8% | -$13.4K | 4.57% | 1 |
|
|
2015
Q4 | $1.56M | Sell |
1,765
-10
| -0.6% | -$8.83K | 4.73% | 1 |
|
|
2015
Q3 | $1.42M | Hold |
1,775
| – | – | 4.68% | 2 |
|
|
2015
Q2 | $1.42M | Sell |
1,775
-85
| -5% | -$68K | 4.5% | 3 |
|
|
2015
Q1 | $1.43M | Sell |
1,860
-10
| -0.5% | -$7.69K | 4.34% | 4 |
|
|
2014
Q4 | $1.28M | Hold |
1,870
| – | – | 3.91% | 4 |
|
|
2014
Q3 | $1.19M | Hold |
1,870
| – | – | 3.82% | 5 |
|
|
2014
Q2 | $1.23M | Hold |
1,870
| – | – | 3.87% | 3 |
|
|
2014
Q1 | $1.12M | Sell |
1,870
-5
| -0.3% | -$2.98K | 3.62% | 5 |
|
|
2013
Q4 | $1.09M | Buy |
+1,875
| New | +$1.09M | 3.59% | 5 |
|