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Advisory Research’s Maximus MMS Stock Holding History

Advisory Research’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
2024
Q1 		– Sell
-24,188
Closed -$2.03M – 260
2023
Q4 		$2.03M Sell
24,188
-103,405
-81% -$8.25M 0.31% 80
2023
Q3 		$9.53M Buy
127,593
+3,825
+3% +$311K 1.32% 12
2023
Q2 		$10.5M Buy
123,768
+6,940
+6% +$571K 1.34% 12
2023
Q1 		$9.19M Buy
+116,828
New +$9M 1.51% 14

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Advisory Research's MMS Position: Q1 2024 in Review

Advisory Research sold out of Maximus (MMS) in Q1 2024, closing a stake of 24,188 shares — an estimated $2.03M sold.

Advisory Research first reported a position in MMS in Q1 2023 and held it in 4 quarters. The position peaked at $10.5M in Q2 2023. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Advisory Research reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 24,188 Maximus shares in Q1 2024, an estimated $2.03M.
  • Advisory Research first reported a position in Maximus in Q1 2023 and held it in 4 quarters.
  • Advisory Research's Maximus position peaked at $10.5M in Q2 2023.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.