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Disciplined Investments’s Marcus & Millichap MMI Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-2
Closed -$63 – 981
2023
Q2 		$63 Buy
2
+1
+100% +$31 ﹤0.01% 1645
2023
Q1 		$32 Hold
1
– – ﹤0.01% 1658
2022
Q4 		$34 Hold
1
– – ﹤0.01% 1601
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1450
2022
Q2 		$0 Buy
+1
New +$43 ﹤0.01% 1482

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Disciplined Investments's MMI Position: Q3 2023 in Review

Disciplined Investments sold out of Marcus & Millichap (MMI) in Q3 2023, closing a stake of 2 shares — an estimated $63 sold.

Disciplined Investments first reported a position in MMI in Q2 2022 and held it in 5 quarters. The position peaked at $63 in Q2 2023. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

  • Disciplined Investments reported no remaining Marcus & Millichap position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Marcus & Millichap shares in Q3 2023, an estimated $63.
  • Disciplined Investments first reported a position in Marcus & Millichap in Q2 2022 and held it in 5 quarters.
  • Disciplined Investments's Marcus & Millichap position peaked at $63 in Q2 2023.
  • 147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.