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Red Door Wealth Management’s Markel Group MKL Stock Holding History

Red Door 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
2021
Q3 		– Sell
-12
Closed -$14K – 433
2021
Q2 		$14K Buy
+12
New +$14.4K 0.01% 404

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Baillie Gifford & Co
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ACM
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Red Door Wealth Management's MKL Position: Q3 2021 in Review

Red Door Wealth Management sold out of Markel Group (MKL) in Q3 2021, closing a stake of 12 shares — an estimated $14K sold.

Red Door Wealth Management first reported a position in MKL in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 592 funds tracked by Wall St. Rank hold MKL as of Q3 2021.

  • Red Door Wealth Management reported no remaining Markel Group position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 12 Markel Group shares in Q3 2021, an estimated $14K.
  • Red Door Wealth Management first reported a position in Markel Group in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Markel Group position peaked at $14K in Q2 2021.
  • 592 funds tracked by Wall St. Rank held Markel Group as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.