BPM
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Bowling Portfolio Management’s Marcus & Millichap MMI Stock Holding History

Bowling Portfolio Management’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
Q3 		– Sell
-15,692
Closed -$453K – 454
2020
Q2 		$453K Sell
15,692
-2,960
-16% -$83.5K 0.1% 260
2020
Q1 		$505K Sell
18,652
-846
-4% -$28.4K 0.12% 233
2019
Q4 		$726K Buy
+19,498
New +$701K 0.12% 246
2019
Q3 		– Sell
-24,974
Closed -$770K – 355
2019
Q2 		$770K Sell
24,974
-6,756
-21% -$245K 0.13% 241
2019
Q1 		$1.29M Sell
31,730
-80
-0.3% -$3.06K 0.21% 175
2018
Q4 		$1.09M Buy
31,810
+2,571
+9% +$88.1K 0.19% 187
2018
Q3 		$1.01M Sell
29,239
-23,023
-44% -$873K 0.14% 238
2018
Q2 		$2.04M Buy
52,262
+5,592
+12% +$206K 0.28% 127
2018
Q1 		$1.68M Buy
+46,670
New +$1.52M 0.23% 167

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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