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 $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return