Baldrige Asset Management’s Maximus MMS Stock Holding History

Baldrige Asset Management’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 Q1	$16K	Hold	200	–	–	0.01%	234
2022 Q4	$15K	Hold	200	–	–	0.01%	232
2022 Q3	$12K	Hold	200	–	–	0.01%	239
2022 Q2	$13K	Hold	200	–	–	0.01%	242
2022 Q1	$15K	Hold	200	–	–	0.01%	251
2021 Q4	$16K	Hold	200	–	–	0.01%	252
2021 Q3	$17K	Hold	200	–	–	0.01%	248
2021 Q2	$18K	Buy	+200	New	+$18.3K	0.01%	247

Other funds holding MMS

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldrige Asset Management's MMS Position: Q1 2023 in Review

Baldrige Asset Management held its Maximus (MMS) position steady in Q1 2023 at 200 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #234.

Baldrige Asset Management first reported a position in MMS in Q2 2021 and has held it in 8 quarters since. The position peaked at $18K in Q2 2021. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

Baldrige Asset Management held 200 shares of Maximus worth $16K as of Q1 2023.
Baldrige Asset Management left its Maximus share count unchanged in Q1 2023.
Maximus made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #234 holding.
Baldrige Asset Management first reported a position in Maximus in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Maximus position peaked at $18K in Q2 2021.
301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.