AG
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Aperio Group’s Maximus MMS Stock Holding History

Aperio Group’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
2020
Q4 		$9.41M Sell
128,600
-9,811
-7% -$696K 0.03% 587
2020
Q3 		$9.47M Buy
138,411
+54
+0% +$3.97K 0.03% 496
2020
Q2 		$9.75M Buy
138,357
+36,758
+36% +$2.47M 0.04% 465
2020
Q1 		$5.91M Sell
101,599
-33,564
-25% -$2.28M 0.03% 588
2019
Q4 		$10.1M Sell
135,163
-36,605
-21% -$2.75M 0.04% 496
2019
Q3 		$13.3M Sell
171,768
-8,374
-5% -$636K 0.05% 396
2019
Q2 		$13.1M Buy
180,142
+27,431
+18% +$1.99M 0.05% 391
2019
Q1 		$10.8M Sell
152,711
-12,894
-8% -$904K 0.05% 432
2018
Q4 		$10.8M Buy
165,605
+132,651
+403% +$8.73M 0.05% 382
2018
Q3 		$2.14M Buy
32,954
+7,540
+30% +$489K 0.01% 1032
2018
Q2 		$1.58M Sell
25,414
-3,377
-12% -$219K 0.01% 1144
2018
Q1 		$1.92M Buy
28,791
+8,292
+40% +$564K 0.01% 1021
2017
Q4 		$1.47M Buy
20,499
+149
+0.7% +$10K 0.01% 1120
2017
Q3 		$1.31M Buy
20,350
+290
+1% +$17.8K 0.01% 1130
2017
Q2 		$1.26M Buy
20,060
+2,724
+16% +$169K 0.01% 1126
2017
Q1 		$1.08M Buy
17,336
+3,481
+25% +$205K 0.01% 1137
2016
Q4 		$773K Buy
13,855
+227
+2% +$12.3K 0.01% 1259
2016
Q3 		$771K Buy
13,628
+1,209
+10% +$70.4K 0.01% 1228
2016
Q2 		$688K Sell
12,419
-505
-4% -$27.2K 0.01% 1238
2016
Q1 		$680K Sell
12,924
-1,377
-10% -$70.2K 0.01% 1223
2015
Q4 		$804K Sell
14,301
-560
-4% -$33.8K 0.01% 1107
2015
Q3 		$885K Buy
14,861
+247
+2% +$15.7K 0.01% 1024
2015
Q2 		$961K Buy
14,614
+328
+2% +$21.5K 0.01% 988
2015
Q1 		$954K Buy
14,286
+2,164
+18% +$129K 0.01% 956
2014
Q4 		$665K Buy
12,122
+4,309
+55% +$209K 0.01% 1070
2014
Q3 		$314K Sell
7,813
-202
-3% -$8.36K ﹤0.01% 1365
2014
Q2 		$345K Buy
8,015
+238
+3% +$10.2K 0.01% 1313
2014
Q1 		$349K Buy
+7,777
New +$352K ﹤0.01% 1514
2013
Q4 		– Sell
-5,818
Closed -$268K – 1548
2013
Q3 		$262K Sell
5,818
-5,098
-47% -$197K 0.01% 1496
2013
Q2 		$203K Buy
+10,916
New +$417K ﹤0.01% 1498

Other funds holding MMS

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Aperio Group's MMS Position: Q4 2020 in Review

Aperio Group reduced its Maximus (MMS) stake by 7.1% in Q4 2020, selling an estimated $696K and leaving 128,600 shares worth $9.41M. The position accounts for 0.03% of the portfolio, ranked #587.

Aperio Group first reported a position in MMS in Q2 2013 and has held it in 30 quarters since. The position peaked at $13.3M in Q3 2019. 321 funds tracked by Wall St. Rank hold MMS as of Q4 2020.

  • Aperio Group held 128,600 shares of Maximus worth $9.41M as of Q4 2020.
  • Aperio Group sold 9,811 Maximus shares in Q4 2020, an estimated $696K.
  • Maximus made up 0.03% of Aperio Group's portfolio in Q4 2020, its #587 holding.
  • Aperio Group first reported a position in Maximus in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Maximus position peaked at $13.3M in Q3 2019.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.