C
MMI icon

Covestor’s Marcus & Millichap MMI Stock Holding History

Covestor’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
2026
Q1 		$8K Buy
321
+318
+10,600% +$8.37K 0.01% 1577
2025
Q4 		$0 Hold
3
– – ﹤0.01% 2564
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2576
2025
Q2 		$0 Hold
3
– – ﹤0.01% 2535
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2535
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2549
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2534
2024
Q2 		$0 Sell
3
-14
-82% -$453 ﹤0.01% 2552
2024
Q1 		$1K Buy
17
+4
+31% +$147 ﹤0.01% 2033
2023
Q4 		$1K Sell
13
-2
-13% -$66 ﹤0.01% 2003
2023
Q3 		$0 Sell
15
-223
-94% -$7.46K ﹤0.01% 2484
2023
Q2 		$8K Buy
238
+200
+526% +$6.18K 0.01% 1581
2023
Q1 		$1K Buy
38
+19
+100% +$660 ﹤0.01% 1872
2022
Q4 		$1K Sell
19
-23
-55% -$816 ﹤0.01% 1899
2022
Q3 		$1K Buy
42
+26
+163% +$983 ﹤0.01% 1821
2022
Q2 		$1K Sell
16
-8
-33% -$348 ﹤0.01% 1764
2022
Q1 		$1K Sell
24
-4
-14% -$192 ﹤0.01% 1886
2021
Q4 		$1K Buy
+28
New +$1.31K ﹤0.01% 1838

Other funds holding MMI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return