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Truist Financial’s
Marcus & Millichap
MMI
Stock Holding History
Truist Financial’s Portfolio
MMI Stock Details
MMI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-8,623
Closed
-$454K
–
2727
2022
Q1
$454K
Buy
8,623
+121
+1%
+$5.8K
﹤0.01%
2057
2021
Q4
$437K
Buy
+8,502
New
+$396K
﹤0.01%
2098
2021
Q1
–
Sell
-6,060
Closed
-$226K
–
2700
2020
Q4
$226K
Buy
+6,060
New
+$205K
﹤0.01%
2326
2020
Q1
–
Sell
-6,934
Closed
-$258K
–
2512
2019
Q4
$258K
Buy
+6,934
New
+$249K
﹤0.01%
2232
Other funds holding MMI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
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
Lord, Abbett & Co
Jersey City, New Jersey
$30.6B AUM
57.44%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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