Envestnet Portfolio Solutions
MMI icon

Envestnet Portfolio Solutions’s Marcus & Millichap MMI Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-7,660
Closed -$293K – 1705
2024
Q4 		$293K Buy
7,660
+106
+1% +$4.15K ﹤0.01% 1520
2024
Q3 		$299K Buy
7,554
+276
+4% +$10.4K ﹤0.01% 1453
2024
Q2 		$229K Buy
7,278
+229
+3% +$7.41K ﹤0.01% 1523
2024
Q1 		$241K Buy
7,049
+572
+9% +$21K ﹤0.01% 1469
2023
Q4 		$283K Buy
+6,477
New +$215K ﹤0.01% 1328

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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Envestnet Portfolio Solutions's MMI Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Marcus & Millichap (MMI) in Q1 2025, closing a stake of 7,660 shares — an estimated $293K sold.

Envestnet Portfolio Solutions first reported a position in MMI in Q4 2023 and held it in 5 quarters. The position peaked at $299K in Q3 2024. 170 funds tracked by Wall St. Rank hold MMI as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Marcus & Millichap position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,660 Marcus & Millichap shares in Q1 2025, an estimated $293K.
  • Envestnet Portfolio Solutions first reported a position in Marcus & Millichap in Q4 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Marcus & Millichap position peaked at $299K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.