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Bruderman Asset Management’s Maximus MMS Stock Holding History

Bruderman 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
Q2 		– Sell
-2,908
Closed -$218K – 69
2022
Q1 		$218K Sell
2,908
-423
-13% -$32.4K 0.33% 67
2021
Q4 		$265K Sell
3,331
-1,139
-25% -$93.1K 0.2% 84
2021
Q3 		$372K Buy
4,470
+358
+9% +$30.7K 0.09% 95
2021
Q2 		$362K Buy
4,112
+207
+5% +$19K 0.11% 59
2021
Q1 		$348K Buy
3,905
+241
+7% +$19.7K 0.1% 90
2020
Q4 		$268K Buy
+3,664
New +$260K 0.08% 90
2019
Q2 		– Sell
-1,725
Closed -$122K – 389
2019
Q1 		$122K Buy
1,725
+141
+9% +$9.89K 0.03% 170
2018
Q4 		$103K Sell
1,584
-210
-12% -$13.8K 0.03% 171
2018
Q3 		$117K Sell
1,794
-115
-6% -$7.47K 0.03% 143
2018
Q2 		$119K Buy
+1,909
New +$124K 0.03% 150

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Bruderman Asset Management's MMS Position: Q2 2022 in Review

Bruderman Asset Management sold out of Maximus (MMS) in Q2 2022, closing a stake of 2,908 shares — an estimated $218K sold.

Bruderman Asset Management first reported a position in MMS in Q2 2018 and held it in 10 quarters. The position peaked at $372K in Q3 2021. 308 funds tracked by Wall St. Rank hold MMS as of Q2 2022.

  • Bruderman Asset Management reported no remaining Maximus position as of Q2 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 2,908 Maximus shares in Q2 2022, an estimated $218K.
  • Bruderman Asset Management first reported a position in Maximus in Q2 2018 and held it in 10 quarters.
  • Bruderman Asset Management's Maximus position peaked at $372K in Q3 2021.
  • 308 funds tracked by Wall St. Rank held Maximus as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.