Wellington Management Group’s Marcus & Millichap MMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-325,204
| Closed | -$9.54M | – | 2019 |
|
|
2025
Q3 | $9.54M | Sell |
325,204
-28,171
| -8% | -$885K | ﹤0.01% | 1272 |
|
|
2025
Q2 | $10.9M | Sell |
353,375
-12,827
| -4% | -$389K | ﹤0.01% | 1185 |
|
|
2025
Q1 | $12.6M | Sell |
366,202
-2,910
| -0.8% | -$107K | ﹤0.01% | 1138 |
|
|
2024
Q4 | $14.1M | Sell |
369,112
-26,173
| -7% | -$1.03M | ﹤0.01% | 1089 |
|
|
2024
Q3 | $15.7M | Sell |
395,285
-3,778
| -0.9% | -$143K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $12.6M | Buy |
399,063
+30,129
| +8% | +$975K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $12.6M | Sell |
368,934
-51,172
| -12% | -$1.88M | ﹤0.01% | 1062 |
|
|
2023
Q4 | $18.4M | Buy |
420,106
+19,764
| +5% | +$656K | ﹤0.01% | 965 |
|
|
2023
Q3 | $11.7M | Buy |
400,342
+20,420
| +5% | +$684K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $12M | Buy |
379,922
+79,166
| +26% | +$2.45M | ﹤0.01% | 1061 |
|
|
2023
Q1 | $9.66M | Sell |
300,756
-3,143
| -1% | -$109K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $10.5M | Sell |
303,899
-28,637
| -9% | -$1.02M | ﹤0.01% | 1078 |
|
|
2022
Q3 | $10.9M | Buy |
332,536
+433
| +0.1% | +$16.4K | ﹤0.01% | 1080 |
|
|
2022
Q2 | $12.3M | Buy |
332,103
+94,311
| +40% | +$4.1M | ﹤0.01% | 1071 |
|
|
2022
Q1 | $12.5M | Buy |
237,792
+1,146
| +0.5% | +$54.9K | ﹤0.01% | 1142 |
|
|
2021
Q4 | $12.2M | Sell |
236,646
-130,114
| -35% | -$6.07M | ﹤0.01% | 1203 |
|
|
2021
Q3 | $14.9M | Sell |
366,760
-3,965
| -1% | -$154K | ﹤0.01% | 1159 |
|
|
2021
Q2 | $14.4M | Buy |
370,725
+52,092
| +16% | +$1.96M | ﹤0.01% | 1172 |
|
|
2021
Q1 | $10.7M | Buy |
318,633
+118,117
| +59% | +$4.34M | ﹤0.01% | 1219 |
|
|
2020
Q4 | $7.46M | Sell |
200,516
-2,184
| -1% | -$74K | ﹤0.01% | 1249 |
|
|
2020
Q3 | $5.58M | Buy |
202,700
+67,000
| +49% | +$1.86M | ﹤0.01% | 1243 |
|
|
2020
Q2 | $3.92M | Buy |
+135,700
| New | +$3.83M | ﹤0.01% | 1256 |
|
|
2019
Q1 | – | Sell |
-10,755
| Closed | -$370K | – | 2086 |
|
|
2018
Q4 | $370K | Sell |
10,755
-80,228
| -88% | -$2.75M | ﹤0.01% | 1948 |
|
|
2018
Q3 | $3.16M | Sell |
90,983
-36,702
| -29% | -$1.39M | ﹤0.01% | 1592 |
|
|
2018
Q2 | $4.98M | Buy |
127,685
+11,792
| +10% | +$435K | ﹤0.01% | 1488 |
|
|
2018
Q1 | $4.18M | Buy |
115,893
+9,504
| +9% | +$310K | ﹤0.01% | 1543 |
|
|
2017
Q4 | $3.47M | Buy |
+106,389
| New | +$3.17M | ﹤0.01% | 1586 |
|
|
2016
Q1 | – | Sell |
-57,563
| Closed | -$1.68M | – | 2185 |
|
|
2015
Q4 | $1.68M | Buy |
57,563
+1,993
| +4% | +$74.2K | ﹤0.01% | 1667 |
|
|
2015
Q3 | $2.56M | Buy |
55,570
+3,570
| +7% | +$167K | ﹤0.01% | 1557 |
|
|
2015
Q2 | $2.4M | Sell |
52,000
-49,045
| -49% | -$2.09M | ﹤0.01% | 1619 |
|
|
2015
Q1 | $3.79M | Sell |
101,045
-161,515
| -62% | -$5.77M | ﹤0.01% | 1525 |
|
|
2014
Q4 | $8.73M | Sell |
262,560
-419,484
| -62% | -$12.9M | ﹤0.01% | 1289 |
|
|
2014
Q3 | $20.6M | Sell |
682,044
-212,936
| -24% | -$5.69M | 0.01% | 1001 |
|
|
2014
Q2 | $22.8M | Sell |
894,980
-190,044
| -18% | -$3.76M | 0.01% | 993 |
|
|
2014
Q1 | $19.4M | Sell |
1,085,024
-50,760
| -4% | -$818K | 0.01% | 1042 |
|
|
2013
Q4 | $16.9M | Buy |
+1,135,784
| New | +$16.1M | ﹤0.01% | 1069 |
|
Other funds holding MMI
RA
TCM
