Ownership history in PRINCIPAL SECURITIES, INC. Β· 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in MARCUS &MILLICHAP INC (MMI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PRINCIPAL SECURITIES, INC. underperformed the S&P 500 by β23.9% annually on this MMI position. Timing score: 0% (0/3 decisions correct). Average cost basis: $35.52. Maximum drawdown during holding period: β24.8%.
β Significantly underperformed the S&P 500 by 23.9% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $30.18 (2025 Q2) Β· Worst: $38.67 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 0 trims. Bought during 1 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size