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Sterling Investment Advisors (Pennsylvania)’s Markel Group MKL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2018
Q4 		– Sell
-4
Closed -$5K – 419
2018
Q3 		$5K Buy
+4
New +$4.71K ﹤0.01% 382

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Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MKL Position: Q4 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Markel Group (MKL) in Q4 2018, closing a stake of 4 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MKL in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 522 funds tracked by Wall St. Rank hold MKL as of Q4 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Markel Group position as of Q4 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 4 Markel Group shares in Q4 2018, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Markel Group in Q3 2018 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Markel Group position peaked at $5K in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Markel Group as of Q4 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2018, filed 18 Jan 2019.