SummerHaven Investment Management’s Marcus & Millichap MMI Stock Holding History

SummerHaven Investment Management’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
2024 Q3	–	Sell	-21,744	Closed	-$685K	–	251
2024 Q2	$685K	Buy	21,744 +473	+2%	+$15.3K	0.45%	121
2024 Q1	$727K	Buy	21,271 +254	+1%	+$9.31K	0.46%	125
2023 Q4	$918K	Buy	21,017 +269	+1%	+$8.93K	0.59%	49
2023 Q3	$609K	Buy	20,748 +3,034	+17%	+$102K	0.45%	147
2023 Q2	$558K	Sell	17,714 -3,794	-18%	-$117K	0.36%	146
2023 Q1	$691K	Buy	21,508 +521	+2%	+$18.1K	0.4%	144
2022 Q4	$723K	Buy	20,987 +311	+2%	+$11K	0.43%	138
2022 Q3	$678K	Buy	+20,676	New	+$782K	0.47%	123

Other funds holding MMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SummerHaven Investment Management's MMI Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Marcus & Millichap (MMI) in Q3 2024, closing a stake of 21,744 shares — an estimated $685K sold.

SummerHaven Investment Management first reported a position in MMI in Q3 2022 and held it in 8 quarters. The position peaked at $918K in Q4 2023. 166 funds tracked by Wall St. Rank hold MMI as of Q3 2024.

SummerHaven Investment Management reported no remaining Marcus & Millichap position as of Q3 2024 after selling out during the quarter.
SummerHaven Investment Management sold 21,744 Marcus & Millichap shares in Q3 2024, an estimated $685K.
SummerHaven Investment Management first reported a position in Marcus & Millichap in Q3 2022 and held it in 8 quarters.
SummerHaven Investment Management's Marcus & Millichap position peaked at $918K in Q4 2023.
166 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.