BAM
MMS icon

Bellevue Asset Management’s Maximus MMS Stock Holding History

Bellevue 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
2022
Q1 		– Sell
-477
Closed -$38K – 556
2021
Q4 		$38K Hold
477
– – 0.02% 207
2021
Q3 		$40K Hold
477
– – 0.02% 199
2021
Q2 		$42K Hold
477
– – 0.03% 194
2021
Q1 		$43K Hold
477
– – 0.03% 192
2020
Q4 		$37K Hold
477
– – 0.02% 207
2020
Q3 		$33K Hold
477
– – 0.02% 206
2020
Q2 		$34K Hold
477
– – 0.03% 203
2020
Q1 		$32K Hold
477
– – 0.03% 213
2019
Q4 		$35K Buy
+477
New +$35.8K 0.03% 197

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bellevue Asset Management's MMS Position: Q1 2022 in Review

Bellevue Asset Management sold out of Maximus (MMS) in Q1 2022, closing a stake of 477 shares — an estimated $38K sold.

Bellevue Asset Management first reported a position in MMS in Q4 2019 and held it in 9 quarters. The position peaked at $43K in Q1 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q1 2022.

  • Bellevue Asset Management reported no remaining Maximus position as of Q1 2022 after selling out during the quarter.
  • Bellevue Asset Management sold 477 Maximus shares in Q1 2022, an estimated $38K.
  • Bellevue Asset Management first reported a position in Maximus in Q4 2019 and held it in 9 quarters.
  • Bellevue Asset Management's Maximus position peaked at $43K in Q1 2021.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q1 2022.

Based on Bellevue Asset Management's 13F filing for Q1 2022, filed 11 May 2022.