SFM
Stack Financial Management’s Markel Group MKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-18,544
| Closed | -$21.1M | – | 52 |
|
|
2017
Q4 | $21.1M | Sell |
18,544
-282
| -1% | -$321K | 2.12% | 17 |
|
|
2017
Q3 | $20.1M | Buy |
18,826
+39
| +0.2% | +$41.7K | 2.18% | 16 |
|
|
2017
Q2 | $18.3M | Sell |
18,787
-115
| -0.6% | -$112K | 1.91% | 19 |
|
|
2017
Q1 | $18.4M | Buy |
18,902
+83
| +0.4% | +$81K | 1.95% | 21 |
|
|
2016
Q4 | $17M | Sell |
18,819
-167
| -0.9% | -$151K | 1.89% | 21 |
|
|
2016
Q3 | $17.6M | Buy |
18,986
+266
| +1% | +$247K | 2.06% | 18 |
|
|
2016
Q2 | $17.8M | Sell |
18,720
-11,682
| -38% | -$11.1M | 2.27% | 15 |
|
|
2016
Q1 | $27.1M | Sell |
30,402
-707
| -2% | -$630K | 3.29% | 7 |
|
|
2015
Q4 | $27.5M | Sell |
31,109
-429
| -1% | -$379K | 3.47% | 7 |
|
|
2015
Q3 | $25.3M | Sell |
31,538
-51
| -0.2% | -$40.9K | 3.54% | 6 |
|
|
2015
Q2 | $25.3M | Sell |
31,589
-112
| -0.4% | -$89.7K | 3.07% | 8 |
|
|
2015
Q1 | $24.4M | Buy |
31,701
+1,531
| +5% | +$1.18M | 2.94% | 8 |
|
|
2014
Q4 | $20.6M | Buy |
30,170
+465
| +2% | +$318K | 2.38% | 12 |
|
|
2014
Q3 | $18.9M | Buy |
29,705
+669
| +2% | +$426K | 2.4% | 10 |
|
|
2014
Q2 | $19M | Buy |
29,036
+212
| +0.7% | +$139K | 2.32% | 8 |
|
|
2014
Q1 | $17.2M | Sell |
28,824
-639
| -2% | -$381K | 2.2% | 13 |
|
|
2013
Q4 | $17.1M | Buy |
29,463
+679
| +2% | +$394K | 2.27% | 14 |
|
|
2013
Q3 | $14.9M | Buy |
28,784
+878
| +3% | +$455K | 2.14% | 19 |
|
|
2013
Q2 | $14.7M | Buy |
+27,906
| New | +$14.7M | 2.1% | 15 |
|