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Ellevest Inc’s Marcus & Millichap MMI Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-40
Closed -$1.28K – 1123
2023
Q1 		$1.28K Sell
40
-207
-84% -$7.19K ﹤0.01% 1535
2022
Q4 		$8.51K Buy
247
+9
+4% +$319 ﹤0.01% 1063
2022
Q3 		$8K Buy
238
+182
+325% +$6.88K ﹤0.01% 1074
2022
Q2 		$2K Buy
+56
New +$2.44K ﹤0.01% 1167

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
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
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

Ellevest Inc's MMI Position: Q2 2023 in Review

Ellevest Inc sold out of Marcus & Millichap (MMI) in Q2 2023, closing a stake of 40 shares — an estimated $1.28K sold.

Ellevest Inc first reported a position in MMI in Q2 2022 and held it in 4 quarters. The position peaked at $8.51K in Q4 2022. 151 funds tracked by Wall St. Rank hold MMI as of Q2 2023.

  • Ellevest Inc reported no remaining Marcus & Millichap position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 40 Marcus & Millichap shares in Q2 2023, an estimated $1.28K.
  • Ellevest Inc first reported a position in Marcus & Millichap in Q2 2022 and held it in 4 quarters.
  • Ellevest Inc's Marcus & Millichap position peaked at $8.51K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.