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Savant Capital’s Marcus & Millichap MMI Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-6,063
Closed -$232K – 1291
2024
Q4 		$232K Hold
6,063
– – ﹤0.01% 1244
2024
Q3 		$240K Buy
+6,063
New +$229K ﹤0.01% 1193
2024
Q1 		– Sell
-5,012
Closed -$219K – 1123
2023
Q4 		$219K Buy
+5,012
New +$166K ﹤0.01% 796

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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savant Capital's MMI Position: Q1 2025 in Review

Savant Capital sold out of Marcus & Millichap (MMI) in Q1 2025, closing a stake of 6,063 shares — an estimated $232K sold.

Savant Capital first reported a position in MMI in Q4 2023 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 170 funds tracked by Wall St. Rank hold MMI as of Q1 2025.

  • Savant Capital reported no remaining Marcus & Millichap position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 6,063 Marcus & Millichap shares in Q1 2025, an estimated $232K.
  • Savant Capital first reported a position in Marcus & Millichap in Q4 2023 and held it in 3 quarters.
  • Savant Capital's Marcus & Millichap position peaked at $240K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.