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Bowling Portfolio Management’s Maximus MMS Stock Holding History

Bowling Portfolio 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
2020
Q1 		– Sell
-13,555
Closed -$1.01M – 368
2019
Q4 		$1.01M Sell
13,555
-7,143
-35% -$537K 0.17% 198
2019
Q3 		$1.6M Buy
+20,698
New +$1.57M 0.27% 116
2018
Q3 		– Sell
-11,292
Closed -$701K – 359
2018
Q2 		$701K Sell
11,292
-57
-0.5% -$3.69K 0.1% 273
2018
Q1 		$757K Buy
+11,349
New +$772K 0.1% 270

Other funds holding MMS

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
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

Bowling Portfolio Management's MMS Position: Q1 2020 in Review

Bowling Portfolio Management sold out of Maximus (MMS) in Q1 2020, closing a stake of 13,555 shares — an estimated $1.01M sold.

Bowling Portfolio Management first reported a position in MMS in Q1 2018 and held it in 4 quarters. The position peaked at $1.6M in Q3 2019. 307 funds tracked by Wall St. Rank hold MMS as of Q1 2020.

  • Bowling Portfolio Management reported no remaining Maximus position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 13,555 Maximus shares in Q1 2020, an estimated $1.01M.
  • Bowling Portfolio Management first reported a position in Maximus in Q1 2018 and held it in 4 quarters.
  • Bowling Portfolio Management's Maximus position peaked at $1.6M in Q3 2019.
  • 307 funds tracked by Wall St. Rank held Maximus as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.