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Trust Point Inc’s Marcus & Millichap MMI Stock Holding History

Trust Point Inc’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
2025
Q1 		– Sell
-9,444
Closed -$361K – 524
2024
Q4 		$361K Sell
9,444
-12,597
-57% -$494K 0.03% 370
2024
Q3 		$873K Sell
22,041
-111
-0.5% -$4.19K 0.07% 186
2024
Q2 		$698K Buy
22,152
+878
+4% +$28.4K 0.06% 207
2024
Q1 		$727K Buy
21,274
+5,002
+31% +$183K 0.06% 213
2023
Q4 		$711K Buy
+16,272
New +$540K 0.06% 198

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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Trust Point Inc's MMI Position: Q1 2025 in Review

Trust Point Inc sold out of Marcus & Millichap (MMI) in Q1 2025, closing a stake of 9,444 shares — an estimated $361K sold.

Trust Point Inc first reported a position in MMI in Q4 2023 and held it in 5 quarters. The position peaked at $873K in Q3 2024. 170 funds tracked by Wall St. Rank hold MMI as of Q1 2025.

  • Trust Point Inc reported no remaining Marcus & Millichap position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 9,444 Marcus & Millichap shares in Q1 2025, an estimated $361K.
  • Trust Point Inc first reported a position in Marcus & Millichap in Q4 2023 and held it in 5 quarters.
  • Trust Point Inc's Marcus & Millichap position peaked at $873K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.