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Summit Global Investments’s Marcus & Millichap MMI Stock Holding History

Summit Global 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
2023
Q1 		– Sell
-12,000
Closed -$413K – 552
2022
Q4 		$413K Hold
12,000
– – 0.03% 358
2022
Q3 		$393K Buy
+12,000
New +$454K 0.04% 361
2019
Q2 		– Sell
-17,000
Closed -$692K – 299
2019
Q1 		$692K Sell
17,000
-2,600
-13% -$99.6K 0.09% 178
2018
Q4 		$673K Buy
19,600
+700
+4% +$24K 0.1% 159
2018
Q3 		$656K Buy
18,900
+1,200
+7% +$45.5K 0.09% 217
2018
Q2 		$690K Buy
17,700
+1,400
+9% +$51.6K 0.1% 154
2018
Q1 		$588K Buy
+16,300
New +$532K 0.09% 154

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Global Investments's MMI Position: Q1 2023 in Review

Summit Global Investments sold out of Marcus & Millichap (MMI) in Q1 2023, closing a stake of 12,000 shares — an estimated $413K sold.

Summit Global Investments first reported a position in MMI in Q1 2018 and held it in 7 quarters. The position peaked at $692K in Q1 2019. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2023.

  • Summit Global Investments reported no remaining Marcus & Millichap position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 12,000 Marcus & Millichap shares in Q1 2023, an estimated $413K.
  • Summit Global Investments first reported a position in Marcus & Millichap in Q1 2018 and held it in 7 quarters.
  • Summit Global Investments's Marcus & Millichap position peaked at $692K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.