Orion Portfolio Solutions’s Marcus & Millichap MMI Stock Holding History

Orion Portfolio Solutions’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
2020 Q1	–	Sell	-5	Closed	–	–	2141
2019 Q4	$0	Buy	+5	New	+$180	﹤0.01%	1891

Other funds holding MMI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Orion Portfolio Solutions's MMI Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Marcus & Millichap (MMI) in Q1 2020, closing a stake of 5 shares.

Orion Portfolio Solutions first reported a position in MMI in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 138 funds tracked by Wall St. Rank hold MMI as of Q1 2020.

Orion Portfolio Solutions reported no remaining Marcus & Millichap position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 5 Marcus & Millichap shares in Q1 2020.
Orion Portfolio Solutions first reported a position in Marcus & Millichap in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Marcus & Millichap position peaked at $0 in Q4 2019.
138 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.