Sentry Investments’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $24.3M | Sell |
20,800
-300
| -1% | -$351K | 0.36% | 69 |
|
|
2017
Q4 | $24M | Sell |
21,100
-1,000
| -5% | -$1.14M | 0.31% | 79 |
|
|
2017
Q3 | $23.6M | Sell |
22,100
-300
| -1% | -$320K | 0.24% | 76 |
|
|
2017
Q2 | $21.9M | Sell |
22,400
-700
| -3% | -$683K | 0.16% | 82 |
|
|
2017
Q1 | $22.5M | Hold |
23,100
| – | – | 0.16% | 85 |
|
|
2016
Q4 | $20.9M | Hold |
23,100
| – | – | 0.16% | 81 |
|
|
2016
Q3 | $21.5K | Sell |
23,100
-2,100
| -8% | -$1.95K | 0.18% | 84 |
|
|
2016
Q2 | $24K | Sell |
25,200
-7,200
| -22% | -$6.86K | 0.23% | 71 |
|
|
2016
Q1 | $28.9K | Sell |
32,400
-4,100
| -11% | -$3.66K | 0.35% | 63 |
|
|
2015
Q4 | $32.2K | Sell |
36,500
-1,600
| -4% | -$1.41K | 0.37% | 64 |
|
|
2015
Q3 | $30.6K | Sell |
38,100
-1,700
| -4% | -$1.36K | 0.37% | 62 |
|
|
2015
Q2 | $31.9K | Hold |
39,800
| – | – | 0.37% | 68 |
|
|
2015
Q1 | $30.6M | Sell |
39,800
-500
| -1% | -$384K | 0.39% | 70 |
|
|
2014
Q4 | $27.5M | Hold |
40,300
| – | – | 0.34% | 75 |
|
|
2014
Q3 | $25.6M | Hold |
40,300
| – | – | 0.32% | 77 |
|
|
2014
Q2 | $26.4M | Hold |
40,300
| – | – | 0.33% | 76 |
|
|
2014
Q1 | $24M | Buy |
40,300
+16,000
| +66% | +$9.54M | 0.34% | 74 |
|
|
2013
Q4 | $14.1M | Buy |
+24,300
| New | +$14.1M | 0.24% | 87 |
|