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JIR
James Investment Research’s
Marcus & Millichap
MMI
Stock Holding History
James Investment Research’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
2019
Q3
–
Sell
-5,730
Closed
-$177K
–
622
2019
Q2
$177K
Sell
5,730
-11,790
-67%
-$428K
0.01%
388
2019
Q1
$714K
Sell
17,520
-13,980
-44%
-$536K
0.05%
295
2018
Q4
$1.08M
Buy
+31,500
New
+$1.08M
0.07%
291
Other funds holding MMI
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Lord, Abbett & Co
Jersey City, New Jersey
$30.6B AUM
57.44%
1-Year Est. Return
Aberdeen Group
Edinburgh, United Kingdom
$61.9B AUM
29.81%
1-Year Est. Return
VVP
Vulcan Value Partners
Birmingham, Alabama
$3.77B AUM
9.63%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
TCM
Tributary Capital Management
Omaha, Nebraska
$1.03B AUM
19.64%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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