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

Other funds holding MMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCM

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

Harbour Investments's MMI Position: Q3 2023 in Review

Harbour Investments sold out of Marcus & Millichap (MMI) in Q3 2023, closing a stake of 37 shares — an estimated $1.18K sold.

Harbour Investments first reported a position in MMI in Q1 2021 and held it in 6 quarters. The position peaked at $1.27K in Q4 2022. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

Harbour Investments reported no remaining Marcus & Millichap position as of Q3 2023 after selling out during the quarter.
Harbour Investments sold 37 Marcus & Millichap shares in Q3 2023, an estimated $1.18K.
Harbour Investments first reported a position in Marcus & Millichap in Q1 2021 and held it in 6 quarters.
Harbour Investments's Marcus & Millichap position peaked at $1.27K in Q4 2022.
147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.