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Southside Capital’s Marcus & Millichap MMI Stock Holding History

Southside 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
2019
Q4 		$2.15M Sell
57,800
-35,708
-38% -$1.28M 0.56% 45
2019
Q3 		$3.32M Sell
93,508
-81,492
-47% -$2.78M 0.9% 44
2019
Q2 		$5.4M Buy
+175,000
New +$6.36M 1.58% 32

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Southside Capital's MMI Position: Q4 2019 in Review

Southside Capital reduced its Marcus & Millichap (MMI) stake by 38% in Q4 2019, selling an estimated $1.28M and leaving 57,800 shares worth $2.15M. The position accounts for 0.56% of the portfolio, ranked #45.

Southside Capital first reported a position in MMI in Q2 2019 and has held it in 3 quarters since. The position peaked at $5.4M in Q2 2019. 146 funds tracked by Wall St. Rank hold MMI as of Q4 2019.

  • Southside Capital held 57,800 shares of Marcus & Millichap worth $2.15M as of Q4 2019.
  • Southside Capital sold 35,708 Marcus & Millichap shares in Q4 2019, an estimated $1.28M.
  • Marcus & Millichap made up 0.56% of Southside Capital's portfolio in Q4 2019, its #45 holding.
  • Southside Capital first reported a position in Marcus & Millichap in Q2 2019 and has held it in 3 quarters since.
  • Southside Capital's Marcus & Millichap position peaked at $5.4M in Q2 2019.
  • 146 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.