BMT Investment Advisors’s Maximus MMS Stock Holding History

BMT Investment 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
2020 Q1	$2M	Hold	34,456	–	–	1.26%	37
2019 Q4	$2.56M	Hold	34,456	–	–	1.18%	42
2019 Q3	$2.66M	Buy	34,456 +700	+2%	+$53.1K	1.36%	26
2019 Q2	$2.45M	Hold	33,756	–	–	1.28%	31
2019 Q1	$2.4M	Hold	33,756	–	–	1.31%	28
2018 Q4	$2.2M	Hold	33,756	–	–	1.39%	23
2018 Q3	$2.2M	Buy	33,756 +2,200	+7%	+$143K	1.26%	35
2018 Q2	$1.96M	Buy	31,556 +3,639	+13%	+$236K	1.25%	38
2018 Q1	$1.86M	Buy	27,917 +2,185	+8%	+$149K	1.26%	36
2017 Q4	$1.84M	Buy	25,732 +2,194	+9%	+$148K	1.33%	27
2017 Q3	$1.52M	Buy	+23,538	New	+$1.44M	1.4%	27

Other funds holding MMS

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

BMT Investment Advisors's MMS Position: Q1 2020 in Review

BMT Investment Advisors held its Maximus (MMS) position steady in Q1 2020 at 34,456 shares worth $2M. The position accounts for 1.26% of the portfolio, ranked #37.

BMT Investment Advisors first reported a position in MMS in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.66M in Q3 2019. 307 funds tracked by Wall St. Rank hold MMS as of Q1 2020.

BMT Investment Advisors held 34,456 shares of Maximus worth $2M as of Q1 2020.
BMT Investment Advisors left its Maximus share count unchanged in Q1 2020.
Maximus made up 1.26% of BMT Investment Advisors's portfolio in Q1 2020, its #37 holding.
BMT Investment Advisors first reported a position in Maximus in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Maximus position peaked at $2.66M in Q3 2019.
307 funds tracked by Wall St. Rank held Maximus as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.