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Aperio Group’s Marcus & Millichap MMI Stock Holding History

Aperio Group’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
2020
Q4 		$300K Sell
8,060
-901
-10% -$30.5K ﹤0.01% 2187
2020
Q3 		$247K Sell
8,961
-569
-6% -$15.8K ﹤0.01% 2145
2020
Q2 		$275K Sell
9,530
-12,832
-57% -$362K ﹤0.01% 2065
2020
Q1 		$606K Sell
22,362
-1,831
-8% -$61.6K ﹤0.01% 1550
2019
Q4 		$901K Sell
24,193
-6,090
-20% -$219K ﹤0.01% 1486
2019
Q3 		$1.07M Buy
30,283
+7,768
+35% +$265K ﹤0.01% 1354
2019
Q2 		$695K Sell
22,515
-27,257
-55% -$990K ﹤0.01% 1599
2019
Q1 		$2.03M Buy
49,772
+4,567
+10% +$175K 0.01% 1037
2018
Q4 		$1.55M Buy
45,205
+20,655
+84% +$707K 0.01% 1090
2018
Q3 		$852K Buy
24,550
+3,620
+17% +$137K ﹤0.01% 1502
2018
Q2 		$816K Buy
20,930
+3,875
+23% +$143K ﹤0.01% 1504
2018
Q1 		$615K Buy
17,055
+5,096
+43% +$166K ﹤0.01% 1592
2017
Q4 		$390K Buy
+11,959
New +$356K ﹤0.01% 1825

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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 $1.22B AUM 44.12% 1-Year Est. Return

Aperio Group's MMI Position: Q4 2020 in Review

Aperio Group reduced its Marcus & Millichap (MMI) stake by 10% in Q4 2020, selling an estimated $30.5K and leaving 8,060 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Aperio Group first reported a position in MMI in Q4 2017 and has held it in 13 quarters since. The position peaked at $2.03M in Q1 2019. 138 funds tracked by Wall St. Rank hold MMI as of Q4 2020.

  • Aperio Group held 8,060 shares of Marcus & Millichap worth $300K as of Q4 2020.
  • Aperio Group sold 901 Marcus & Millichap shares in Q4 2020, an estimated $30.5K.
  • Marcus & Millichap made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2187 holding.
  • Aperio Group first reported a position in Marcus & Millichap in Q4 2017 and has held it in 13 quarters since.
  • Aperio Group's Marcus & Millichap position peaked at $2.03M in Q1 2019.
  • 138 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.