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Steward Financial Group’s Marcus & Millichap MMI Stock Holding History

Steward Financial Group’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 		$0 Buy
+11
New +$368 ﹤0.01% 1462
2022
Q3 		– Sell
-7
Closed – – 833
2022
Q2 		$0 Buy
+7
New +$304 ﹤0.01% 1212

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Steward Financial Group's MMI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Marcus & Millichap (MMI) in Q3 2023: 11 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MMI as recently as Q2 2022.

Steward Financial Group first reported a position in MMI in Q2 2022 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

  • Steward Financial Group held 11 shares of Marcus & Millichap worth $0 as of Q3 2023.
  • Marcus & Millichap was a new Steward Financial Group position in Q3 2023.
  • Marcus & Millichap made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1462 holding.
  • Steward Financial Group first reported a position in Marcus & Millichap in Q2 2022 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.