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Everence Capital Management’s Marcus & Millichap MMI Stock Holding History

Everence Capital Management’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
2024
Q4 		– Sell
-6,930
Closed -$275K – 953
2024
Q3 		$275K Hold
6,930
– – 0.02% 627
2024
Q2 		$219K Hold
6,930
– – 0.02% 660
2024
Q1 		$237K Hold
6,930
– – 0.02% 657
2023
Q4 		$303K Hold
6,930
– – 0.02% 559
2023
Q3 		$203K Hold
6,930
– – 0.02% 667
2023
Q2 		$203K Hold
6,930
– – 0.02% 646
2023
Q1 		$223K Buy
+6,930
New +$241K 0.02% 638
2021
Q2 		– Sell
-9,260
Closed -$312K – 736
2021
Q1 		$312K Hold
9,260
– – 0.03% 541
2020
Q4 		$345K Hold
9,260
– – 0.03% 460
2020
Q3 		$255K Buy
+9,260
New +$257K 0.03% 518
2020
Q1 		– Sell
-6,190
Closed -$231K – 670
2019
Q4 		$231K Hold
6,190
– – 0.03% 568
2019
Q3 		$220K Buy
+6,190
New +$211K 0.04% 531

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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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 $3.37T AUM 44.26% 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

Everence Capital Management's MMI Position: Q4 2024 in Review

Everence Capital Management sold out of Marcus & Millichap (MMI) in Q4 2024, closing a stake of 6,930 shares — an estimated $275K sold.

Everence Capital Management first reported a position in MMI in Q3 2019 and held it in 12 quarters. The position peaked at $345K in Q4 2020. 165 funds tracked by Wall St. Rank hold MMI as of Q4 2024.

  • Everence Capital Management reported no remaining Marcus & Millichap position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 6,930 Marcus & Millichap shares in Q4 2024, an estimated $275K.
  • Everence Capital Management first reported a position in Marcus & Millichap in Q3 2019 and held it in 12 quarters.
  • Everence Capital Management's Marcus & Millichap position peaked at $345K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.