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Putnam Investments’s Marcus & Millichap MMI Stock Holding History

Putnam 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
-11,396
Closed -$359K – 1179
2023
Q2 		$359K Sell
11,396
-12,947
-53% -$400K ﹤0.01% 1028
2023
Q1 		$782K Sell
24,343
-1,026
-4% -$35.6K ﹤0.01% 884
2022
Q4 		$874K Sell
25,369
-14
-0.1% -$497 ﹤0.01% 854
2022
Q3 		$832K Sell
25,383
-5,975
-19% -$226K ﹤0.01% 881
2022
Q2 		$1.16M Buy
+31,358
New +$1.36M ﹤0.01% 836
2015
Q4 		– Sell
-86,151
Closed -$3.96M – 1476
2015
Q3 		$3.96M Sell
86,151
-39,186
-31% -$1.84M 0.01% 760
2015
Q2 		$5.78M Sell
125,337
-643
-0.5% -$27.4K 0.01% 668
2015
Q1 		$4.72M Buy
+125,980
New +$4.5M 0.01% 799

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
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

Putnam Investments's MMI Position: Q3 2023 in Review

Putnam Investments sold out of Marcus & Millichap (MMI) in Q3 2023, closing a stake of 11,396 shares — an estimated $359K sold.

Putnam Investments first reported a position in MMI in Q1 2015 and held it in 8 quarters. The position peaked at $5.78M in Q2 2015. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

  • Putnam Investments reported no remaining Marcus & Millichap position as of Q3 2023 after selling out during the quarter.
  • Putnam Investments sold 11,396 Marcus & Millichap shares in Q3 2023, an estimated $359K.
  • Putnam Investments first reported a position in Marcus & Millichap in Q1 2015 and held it in 8 quarters.
  • Putnam Investments's Marcus & Millichap position peaked at $5.78M in Q2 2015.
  • 147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on Putnam Investments's 13F filing for Q3 2023, filed 14 Nov 2023.