Franklin Resources
MMI icon

Franklin Resources’s Marcus & Millichap MMI Stock Holding History

Franklin Resources’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
-15,753
Closed -$580K – 2985
2024
Q3 		$580K Buy
15,753
+1,478
+10% +$55.8K ﹤0.01% 2216
2024
Q2 		$450K Buy
14,275
+2,118
+17% +$68.6K ﹤0.01% 2276
2024
Q1 		$415K Buy
+12,157
New +$445K ﹤0.01% 2336
2023
Q1 		– Sell
-10,524
Closed -$363K – 2366
2022
Q4 		$363K Buy
10,524
+208
+2% +$7.38K ﹤0.01% 1798
2022
Q3 		$338K Sell
10,316
-1,054
-9% -$39.9K ﹤0.01% 1804
2022
Q2 		$420K Sell
11,370
-4,576
-29% -$199K ﹤0.01% 1754
2022
Q1 		$840K Hold
15,946
– – ﹤0.01% 1663
2021
Q4 		$820K Sell
15,946
-40
-0.3% -$1.86K ﹤0.01% 1734
2021
Q3 		$649K Buy
+15,986
New +$620K ﹤0.01% 1796

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

Franklin Resources's MMI Position: Q4 2024 in Review

Franklin Resources sold out of Marcus & Millichap (MMI) in Q4 2024, closing a stake of 15,753 shares — an estimated $580K sold.

Franklin Resources first reported a position in MMI in Q3 2021 and held it in 9 quarters. The position peaked at $840K in Q1 2022. 165 funds tracked by Wall St. Rank hold MMI as of Q4 2024.

  • Franklin Resources reported no remaining Marcus & Millichap position as of Q4 2024 after selling out during the quarter.
  • Franklin Resources sold 15,753 Marcus & Millichap shares in Q4 2024, an estimated $580K.
  • Franklin Resources first reported a position in Marcus & Millichap in Q3 2021 and held it in 9 quarters.
  • Franklin Resources's Marcus & Millichap position peaked at $840K in Q1 2022.
  • 165 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.