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Advisor Partners II’s Maximus MMS Stock Holding History

Advisor Partners II’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$574K Buy
7,692
+3,191
+71% +$260K 0.02% 662
2023
Q2 		$380K Buy
4,501
+56
+1% +$4.61K 0.02% 699
2023
Q1 		$350K Buy
4,445
+119
+3% +$9.16K 0.02% 665
2022
Q4 		$317K Buy
4,326
+613
+17% +$39.6K 0.02% 665
2022
Q3 		$215K Buy
+3,713
New +$231K 0.02% 737

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Advisor Partners II's MMS Position: Q3 2023 in Review

Advisor Partners II increased its Maximus (MMS) stake by 71% in Q3 2023, buying an estimated $260K and bringing the position to 7,692 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #662.

Advisor Partners II first reported a position in MMS in Q3 2022 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Advisor Partners II held 7,692 shares of Maximus worth $574K as of Q3 2023.
  • Advisor Partners II bought 3,191 Maximus shares in Q3 2023, an estimated $260K.
  • Maximus made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #662 holding.
  • Advisor Partners II first reported a position in Maximus in Q3 2022 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.