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Cresset Asset Management’s Marcus & Millichap MMI Stock Holding History

Cresset Asset 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
2024
Q1 		– Sell
-39,939
Closed -$1.74M – 1956
2023
Q4 		$1.74M Buy
39,939
+6,101
+18% +$203K 0.01% 647
2023
Q3 		$1M Buy
33,838
+4,381
+15% +$147K ﹤0.01% 854
2023
Q2 		$928K Buy
+29,457
New +$910K ﹤0.01% 980
2019
Q2 		– Sell
-37
Closed -$2K – 1195
2019
Q1 		$2K Hold
37
– – ﹤0.01% 1661
2018
Q4 		$1K Buy
+37
New +$1.27K ﹤0.01% 1532

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cresset Asset Management's MMI Position: Q1 2024 in Review

Cresset Asset Management sold out of Marcus & Millichap (MMI) in Q1 2024, closing a stake of 39,939 shares — an estimated $1.74M sold.

Cresset Asset Management first reported a position in MMI in Q4 2018 and held it in 5 quarters. The position peaked at $1.74M in Q4 2023. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2024.

  • Cresset Asset Management reported no remaining Marcus & Millichap position as of Q1 2024 after selling out during the quarter.
  • Cresset Asset Management sold 39,939 Marcus & Millichap shares in Q1 2024, an estimated $1.74M.
  • Cresset Asset Management first reported a position in Marcus & Millichap in Q4 2018 and held it in 5 quarters.
  • Cresset Asset Management's Marcus & Millichap position peaked at $1.74M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2024.

Based on Cresset Asset Management's 13F filing for Q1 2024, filed 15 May 2024.