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Insider Trading Intelligence
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Phoenix Investments Holdings Llc

MMI
10% OWNER · MARCUS & MILLICHAP, INC. · CIK 0001589464
FILING MIX · LIFETIME0%/100%
BUYS
0
SELLS
22
TOTAL VALUE
$18.22M
COMPANIES
1
ACTIVE SINCE
Feb 2021
HOLDINGS NOW
14,128,075
AVG SELL PX
$35.18
TRADE KIND
SHOWING 22 / 22
Trades · vs SPY
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Performance · forward returns vs SPY
21 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Phoenix Investments Holdings Llc, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d21+42.86%-0.72%+0.51%-1.22%+0.02%
14d21+52.38%-1.47%+1.59%-3.06%-0.47%
30d21+33.33%-0.96%+2.94%-3.89%-0.92%
60d21+33.33%+5.38%+5.96%-0.59%+3.22%
90d21+14.29%+6.43%+7.76%-1.32%+0.03%
180d21+9.52%+14.37%+12.08%+2.29%+4.59%
1y21+0.00%+43.99%+11.40%+32.59%+29.25%
2y21+95.24%-5.57%+4.14%-9.71%-9.40%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
MMI · 14,128,075 shares · as of Jul 16, 2021
03,699,5917,399,18111,098,77214,798,362SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
2021
2021
FLOW · 0 buys / 22 sellsCOVERAGE · 3 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
MMI
MARCUS & MILLICHAP, INC.
SALE
157,21214,128,075Jul 16, 2021Jul 20, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
7,199$35.64$256.6K14,285,287Apr 15, 2021Apr 15, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
22,719$35.48$806.0K14,292,486Apr 14, 2021Apr 15, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
18,000$35.32$635.8K14,315,205Apr 13, 2021Apr 13, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
33,103$35.32$1.17M14,333,205Apr 12, 2021Apr 13, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
50,000$34.91$1.75M14,366,308Apr 9, 2021Apr 13, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
27,601$34.76$959.4K14,416,308Apr 8, 2021Apr 8, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
13,740$34.65$476.1K14,443,909Apr 7, 2021Apr 8, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
50,000$34.76$1.74M14,457,649Apr 6, 2021Apr 8, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
50,000$34.53$1.73M14,507,649Apr 5, 2021Apr 5, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
27,638$34.14$943.6K14,557,649Apr 1, 2021Apr 5, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
60,000$34.48$2.07M14,585,287Mar 12, 2021Mar 16, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
60,000$34.24$2.05M14,645,287Mar 11, 2021Mar 11, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
26,811$34.02$912.1K14,705,287Mar 10, 2021Mar 11, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
1,000$34.05$34.1K14,732,098Mar 9, 2021Mar 11, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
10,607$37.52$397.9K14,733,098Mar 3, 2021Mar 5, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
24,425$38.41$938.3K14,743,705Mar 1, 2021Mar 2, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
18,400$37.96$698.5K14,768,630Feb 26, 2021Mar 2, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
500$38.50$19.3K14,768,130Feb 26, 2021Mar 2, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
6,054$39.08$236.6K14,787,030Feb 25, 2021Feb 25, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
5,278$39.68$209.5K14,793,084Feb 24, 2021Feb 25, 2021
MMI
MARCUS & MILLICHAP, INC.
SALE
4,900$40.28$197.4K14,798,362Feb 23, 2021Feb 25, 2021
Other insiders · MMI
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About this filer
CIK 0001589464
ROLE
10% Owner
PRIMARY
MMI
COMPANIES
1
ACTIVE SINCE
Feb 2021
MARKETPEEL · /INSIDER/0001589464DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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