Vest Financial’s Marcus & Millichap MMI Stock Holding History

Vest Financial’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
2024 Q1	–	Sell	-5,839	Closed	-$255K	–	285
2023 Q4	$255K	Buy	+5,839	New	+$194K	0.01%	126

Other funds holding MMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vest Financial's MMI Position: Q1 2024 in Review

Vest Financial sold out of Marcus & Millichap (MMI) in Q1 2024, closing a stake of 5,839 shares — an estimated $255K sold.

Vest Financial first reported a position in MMI in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 159 funds tracked by Wall St. Rank hold MMI as of Q1 2024.

Vest Financial reported no remaining Marcus & Millichap position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 5,839 Marcus & Millichap shares in Q1 2024, an estimated $255K.
Vest Financial first reported a position in Marcus & Millichap in Q4 2023 and held it in 1 quarter.
Vest Financial's Marcus & Millichap position peaked at $255K in Q4 2023.
159 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.