HI
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Harbour Investments’s Marcus & Millichap MMI Stock Holding History

Harbour Investments’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
Q3 		– Sell
-37
Closed -$1.18K – 3061
2023
Q2 		$1.18K Hold
37
– – ﹤0.01% 2661
2023
Q1 		$1.19K Hold
37
– – ﹤0.01% 2662
2022
Q4 		$1.27K Buy
+37
New +$1.31K ﹤0.01% 2636
2021
Q4 		– Sell
-6
Closed – – 3280
2021
Q3 		$0 Buy
6
+1
+20% +$39 ﹤0.01% 3888
2021
Q2 		$0 Hold
5
– – ﹤0.01% 3883
2021
Q1 		$0 Buy
+5
New +$184 ﹤0.01% 3672

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RA
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RP
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Schroder Investment Management Group
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Lord, Abbett & Co
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return