AHL Partners’s Maximus MMS Stock Holding History

AHL Partners’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
2017 Q4	$8.02M	Sell	112,057 -76,005	-40%	-$5.12M	0.13%	296
2017 Q3	$12.1M	Buy	188,062 +57,416	+44%	+$3.52M	0.22%	104
2017 Q2	$8.18M	Buy	130,646 +51,917	+66%	+$3.22M	0.17%	167
2017 Q1	$4.9M	Buy	+78,729	New	+$4.63M	0.11%	347
2016 Q4	–	Sell	-27,213	Closed	-$1.54M	–	1126
2016 Q3	$1.54M	Buy	+27,213	New	+$1.58M	0.06%	454
2016 Q1	–	Sell	-27,598	Closed	-$1.55M	–	803
2015 Q4	$1.55M	Buy	27,598 +12,798	+86%	+$771K	0.12%	310
2015 Q3	$882K	Sell	14,800 -27,905	-65%	-$1.77M	0.14%	230
2015 Q2	$2.81M	Buy	42,705 +4,108	+11%	+$269K	0.11%	406
2015 Q1	$2.58M	Buy	38,597 +6,182	+19%	+$367K	0.1%	461
2014 Q4	$1.78M	Buy	+32,415	New	+$1.58M	0.09%	482

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AHL Partners's MMS Position: Q4 2017 in Review

AHL Partners reduced its Maximus (MMS) stake by 40% in Q4 2017, selling an estimated $5.12M and leaving 112,057 shares worth $8.02M. The position accounts for 0.13% of the portfolio, ranked #296.

AHL Partners first reported a position in MMS in Q4 2014 and has held it in 10 quarters since. The position peaked at $12.1M in Q3 2017. 330 funds tracked by Wall St. Rank hold MMS as of Q4 2017.

AHL Partners held 112,057 shares of Maximus worth $8.02M as of Q4 2017.
AHL Partners sold 76,005 Maximus shares in Q4 2017, an estimated $5.12M.
Maximus made up 0.13% of AHL Partners's portfolio in Q4 2017, its #296 holding.
AHL Partners first reported a position in Maximus in Q4 2014 and has held it in 10 quarters since.
AHL Partners's Maximus position peaked at $12.1M in Q3 2017.
330 funds tracked by Wall St. Rank held Maximus as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.