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ALPS Advisors’s Marcus & Millichap MMI Stock Holding History

ALPS Advisors’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,510
Closed -$293K – 1092
2022
Q4 		$293K Sell
8,510
-45
-0.5% -$1.6K ﹤0.01% 905
2022
Q3 		$280K Buy
8,555
+1,042
+14% +$39.4K ﹤0.01% 910
2022
Q2 		$278K Sell
7,513
-77
-1% -$3.35K ﹤0.01% 873
2022
Q1 		$400K Buy
+7,590
New +$364K ﹤0.01% 479
2019
Q3 		– Sell
-9,995
Closed -$308K – 934
2019
Q2 		$308K Sell
9,995
-528
-5% -$19.2K ﹤0.01% 840
2019
Q1 		$429K Buy
+10,523
New +$403K ﹤0.01% 578
2017
Q3 		– Sell
-18,396
Closed -$485K – 838
2017
Q2 		$485K Buy
18,396
+48
+0.3% +$1.21K ﹤0.01% 538
2017
Q1 		$451K Buy
18,348
+1,555
+9% +$40.3K ﹤0.01% 645
2016
Q4 		$449K Buy
16,793
+159
+1% +$4.13K ﹤0.01% 504
2016
Q3 		$435K Sell
16,634
-102
-0.6% -$2.7K ﹤0.01% 382
2016
Q2 		$425K Sell
16,736
-1,232
-7% -$31.1K ﹤0.01% 389
2016
Q1 		$456K Buy
17,968
+6,877
+62% +$161K ﹤0.01% 322
2015
Q4 		$323K Hold
11,091
– – ﹤0.01% 645
2015
Q3 		$5.1K Sell
11,091
-4,715
-30% -$221K 0.01% 332
2015
Q2 		$729K Buy
15,806
+246
+2% +$10.5K 0.01% 233
2015
Q1 		$583K Buy
+15,560
New +$556K ﹤0.01% 224

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return