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Berman Capital Advisors’s Maximus MMS Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$13K Hold
166
– – ﹤0.01% 1103
2021
Q2 		$14K Hold
166
– – ﹤0.01% 1028
2021
Q1 		$14K Hold
166
– – ﹤0.01% 922
2020
Q4 		$12K Buy
166
+26
+19% +$1.84K ﹤0.01% 849
2020
Q3 		$9K Buy
140
+123
+724% +$9.05K ﹤0.01% 843
2020
Q2 		$1K Buy
+17
New +$1.14K ﹤0.01% 1455

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
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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's MMS Position: Q3 2021 in Review

Berman Capital Advisors held its Maximus (MMS) position steady in Q3 2021 at 166 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Berman Capital Advisors first reported a position in MMS in Q2 2020 and has held it in 6 quarters since. The position peaked at $14K in Q2 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q3 2021.

  • Berman Capital Advisors held 166 shares of Maximus worth $13K as of Q3 2021.
  • Berman Capital Advisors left its Maximus share count unchanged in Q3 2021.
  • Maximus made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1103 holding.
  • Berman Capital Advisors first reported a position in Maximus in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Maximus position peaked at $14K in Q2 2021.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.