C.T. Fitzpatrick’s Marcus & Millichap MMI Stock Holding History

C.T. Fitzpatrick’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 Q4	–	Sell	-898	Closed	-$25K	–	42
2020 Q3	$25K	Sell	898 -892,260	-100%	-$24.8M	﹤0.01%	40
2020 Q2	$25.8M	Sell	893,158 -159,267	-15%	-$4.49M	0.2%	35
2020 Q1	$28.5M	Buy	1,052,425 +167,017	+19%	+$5.62M	0.3%	29
2019 Q4	$33M	Buy	885,408 +165,439	+23%	+$5.95M	0.25%	37
2019 Q3	$25.6M	Buy	+719,969	New	+$24.6M	0.22%	40

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

C.T. Fitzpatrick's MMI Position: Q4 2020 in Review

C.T. Fitzpatrick sold out of Marcus & Millichap (MMI) in Q4 2020, closing a stake of 898 shares — an estimated $25K sold.

C.T. Fitzpatrick first reported a position in MMI in Q3 2019 and held it in 5 quarters. The position peaked at $33M in Q4 2019. 138 funds tracked by Wall St. Rank hold MMI as of Q4 2020.

C.T. Fitzpatrick reported no remaining Marcus & Millichap position as of Q4 2020 after selling out during the quarter.
C.T. Fitzpatrick sold 898 Marcus & Millichap shares in Q4 2020, an estimated $25K.
C.T. Fitzpatrick first reported a position in Marcus & Millichap in Q3 2019 and held it in 5 quarters.
C.T. Fitzpatrick's Marcus & Millichap position peaked at $33M in Q4 2019.
138 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2020.

Based on Vulcan Value Partners's 13F filing for Q4 2020, filed 16 Feb 2021.