Ergoteles’s Marcus & Millichap MMI Stock Holding History

Ergoteles’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 Q1	–	Sell	-15,673	Closed	-$540K	–	1570
2022 Q4	$540K	Buy	+15,673	New	+$556K	0.02%	669

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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ergoteles's MMI Position: Q1 2023 in Review

Ergoteles sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 15,673 shares — an estimated $540K sold.

Ergoteles first reported a position in MMI in Q4 2022 and held it in 1 quarter. The position peaked at $540K in Q4 2022. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

Ergoteles reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 15,673 Marcus & Millichap shares in Q1 2023, an estimated $540K.
Ergoteles first reported a position in Marcus & Millichap in Q4 2022 and held it in 1 quarter.
Ergoteles's Marcus & Millichap position peaked at $540K in Q4 2022.
159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.