TD Asset Management
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TD Asset Management’s Marcus & Millichap MMI Stock Holding History

TD Asset 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
2023
Q3 		– Sell
-26,600
Closed -$838K – 1433
2023
Q2 		$838K Sell
26,600
-11,800
-31% -$365K ﹤0.01% 1163
2023
Q1 		$1.23M Buy
38,400
+20,300
+112% +$705K ﹤0.01% 1098
2022
Q4 		$624K Buy
18,100
+6,100
+51% +$216K ﹤0.01% 1239
2022
Q3 		$383K Buy
+12,000
New +$454K ﹤0.01% 1338

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
Royce & Associates
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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

TD Asset Management's MMI Position: Q3 2023 in Review

TD Asset Management sold out of Marcus & Millichap (MMI) in Q3 2023, closing a stake of 26,600 shares — an estimated $838K sold.

TD Asset Management first reported a position in MMI in Q3 2022 and held it in 4 quarters. The position peaked at $1.23M in Q1 2023. 147 funds tracked by Wall St. Rank hold MMI as of Q3 2023.

  • TD Asset Management reported no remaining Marcus & Millichap position as of Q3 2023 after selling out during the quarter.
  • TD Asset Management sold 26,600 Marcus & Millichap shares in Q3 2023, an estimated $838K.
  • TD Asset Management first reported a position in Marcus & Millichap in Q3 2022 and held it in 4 quarters.
  • TD Asset Management's Marcus & Millichap position peaked at $1.23M in Q1 2023.
  • 147 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2023.

Based on TD Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.