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Scharf Investments’s Marcus & Millichap MMI Stock Holding History

Scharf 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
2025
Q3 		– Sell
-8,777
Closed -$270K – 78
2025
Q2 		$270K Hold
8,777
– – 0.01% 58
2025
Q1 		$302K Sell
8,777
-750
-8% -$27.6K 0.01% 55
2024
Q4 		$365K Hold
9,527
– – 0.01% 56
2024
Q3 		$378K Buy
9,527
+2,565
+37% +$96.8K 0.01% 54
2024
Q2 		$219K Buy
6,962
+1,057
+18% +$34.2K 0.01% 55
2024
Q1 		$202K Buy
5,905
+933
+19% +$34.2K 0.01% 57
2023
Q4 		$217K Buy
+4,972
New +$165K 0.01% 55

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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return