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Berman Capital Advisors’s Marcus & Millichap MMI Stock Holding History

Berman Capital 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
2021
Q3 		$1K Hold
28
– – ﹤0.01% 1907
2021
Q2 		$1K Hold
28
– – ﹤0.01% 1770
2021
Q1 		$0 Hold
28
– – ﹤0.01% 1844
2020
Q4 		$1K Buy
+28
New +$949 ﹤0.01% 1557

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 $1.22B AUM 44.12% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's MMI Position: Q3 2021 in Review

Berman Capital Advisors held its Marcus & Millichap (MMI) position steady in Q3 2021 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Berman Capital Advisors first reported a position in MMI in Q4 2020 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold MMI as of Q3 2021.

  • Berman Capital Advisors held 28 shares of Marcus & Millichap worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Marcus & Millichap share count unchanged in Q3 2021.
  • Marcus & Millichap made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1907 holding.
  • Berman Capital Advisors first reported a position in Marcus & Millichap in Q4 2020 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.