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Lakewood Asset Management’s Marcus & Millichap MMI Stock Holding History

Lakewood Asset Management’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
Q1 		– Sell
-2,862
Closed -$99K – 218
2022
Q4 		$99K Buy
+2,862
New +$102K 0.08% 139

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lakewood Asset Management's MMI Position: Q1 2023 in Review

Lakewood Asset Management sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 2,862 shares — an estimated $99K sold.

Lakewood Asset Management first reported a position in MMI in Q4 2022 and held it in 1 quarter. The position peaked at $99K in Q4 2022. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

  • Lakewood Asset Management reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 2,862 Marcus & Millichap shares in Q1 2023, an estimated $99K.
  • Lakewood Asset Management first reported a position in Marcus & Millichap in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Marcus & Millichap position peaked at $99K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.