CAL
MMS icon

Capital Analysts LLC’s Maximus MMS Stock Holding History

Capital Analysts LLC’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
2024
Q4 		– Sell
-10
Closed -$1K – 1347
2024
Q3 		$1K Hold
10
– – ﹤0.01% 1279
2024
Q2 		$1K Buy
+10
New +$840 ﹤0.01% 1165
2022
Q4 		– Sell
-44
Closed -$3K – 1127
2022
Q3 		$3K Buy
+44
New +$2.74K ﹤0.01% 953
2021
Q2 		– Sell
-1,100
Closed -$98K – 1038
2021
Q1 		$98K Buy
+1,100
New +$89.9K 0.01% 462

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

Capital Analysts LLC's MMS Position: Q4 2024 in Review

Capital Analysts LLC sold out of Maximus (MMS) in Q4 2024, closing a stake of 10 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in MMS in Q1 2021 and held it in 4 quarters. The position peaked at $98K in Q1 2021. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Capital Analysts LLC reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 10 Maximus shares in Q4 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in Maximus in Q1 2021 and held it in 4 quarters.
  • Capital Analysts LLC's Maximus position peaked at $98K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.