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Cornerstone Capital’s Marcus & Millichap MMI Stock Holding History

Cornerstone Capital’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
-6,000
Closed -$207K – 90
2022
Q4 		$207K Buy
+6,000
New +$213K 0.03% 87
2022
Q3 		– Sell
-6,000
Closed -$222K – 91
2022
Q2 		$222K Hold
6,000
– – 0.03% 79
2022
Q1 		$316K Hold
6,000
– – 0.04% 75
2021
Q4 		$309K Hold
6,000
– – 0.03% 78
2021
Q3 		$244K Buy
+6,000
New +$233K 0.03% 83

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cornerstone Capital's MMI Position: Q1 2023 in Review

Cornerstone Capital sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 6,000 shares — an estimated $207K sold.

Cornerstone Capital first reported a position in MMI in Q3 2021 and held it in 5 quarters. The position peaked at $316K in Q1 2022. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

  • Cornerstone Capital reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
  • Cornerstone Capital sold 6,000 Marcus & Millichap shares in Q1 2023, an estimated $207K.
  • Cornerstone Capital first reported a position in Marcus & Millichap in Q3 2021 and held it in 5 quarters.
  • Cornerstone Capital's Marcus & Millichap position peaked at $316K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Cornerstone Capital's 13F filing for Q1 2023, filed 15 May 2023.