Asset Dedication LLC’s Maximus MMS Stock Holding History

Asset Dedication LLC’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 Q2	–	Sell	-176	Closed	-$15K	–	1214
2024 Q1	$15K	Hold	176	–	–	﹤0.01%	630
2023 Q4	$15K	Buy	+176	New	+$14K	﹤0.01%	621

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Asset Dedication LLC's MMS Position: Q2 2024 in Review

Asset Dedication LLC sold out of Maximus (MMS) in Q2 2024, closing a stake of 176 shares — an estimated $15K sold.

Asset Dedication LLC first reported a position in MMS in Q4 2023 and held it in 2 quarters. The position peaked at $15K in Q1 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

Asset Dedication LLC reported no remaining Maximus position as of Q2 2024 after selling out during the quarter.
Asset Dedication LLC sold 176 Maximus shares in Q2 2024, an estimated $15K.
Asset Dedication LLC first reported a position in Maximus in Q4 2023 and held it in 2 quarters.
Asset Dedication LLC's Maximus position peaked at $15K in Q1 2024.
355 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Asset Dedication LLC's 13F filing for Q2 2024, filed 6 Aug 2024.