USGIU
MMI icon

U.S. Global Investors (USGI)’s Marcus & Millichap MMI Stock Holding History

U.S. Global Investors (USGI)’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
2019
Q3 		– Sell
-23,204
Closed -$716K – 188
2019
Q2 		$716K Buy
+23,204
New +$843K 0.37% 71

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

U.S. Global Investors (USGI)'s MMI Position: Q3 2019 in Review

U.S. Global Investors (USGI) sold out of Marcus & Millichap (MMI) in Q3 2019, closing a stake of 23,204 shares — an estimated $716K sold.

U.S. Global Investors (USGI) first reported a position in MMI in Q2 2019 and held it in 1 quarter. The position peaked at $716K in Q2 2019. 158 funds tracked by Wall St. Rank hold MMI as of Q3 2019.

  • U.S. Global Investors (USGI) reported no remaining Marcus & Millichap position as of Q3 2019 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 23,204 Marcus & Millichap shares in Q3 2019, an estimated $716K.
  • U.S. Global Investors (USGI) first reported a position in Marcus & Millichap in Q2 2019 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s Marcus & Millichap position peaked at $716K in Q2 2019.
  • 158 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2019.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2019, filed 12 Nov 2019.