CP
MMS icon

Castleview Partners’s Maximus MMS Stock Holding History

Castleview Partners’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
-161
Closed -$15K – 605
2024
Q3 		$15K Buy
161
+49
+44% +$4.38K 0.01% 488
2024
Q2 		$9.6K Buy
112
+44
+65% +$3.7K 0.01% 535
2024
Q1 		$5.71K Buy
68
+28
+70% +$2.3K ﹤0.01% 611
2023
Q4 		$3.35K Buy
+40
New +$3.19K ﹤0.01% 634

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

Castleview Partners's MMS Position: Q4 2024 in Review

Castleview Partners sold out of Maximus (MMS) in Q4 2024, closing a stake of 161 shares — an estimated $15K sold.

Castleview Partners first reported a position in MMS in Q4 2023 and held it in 4 quarters. The position peaked at $15K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Castleview Partners reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 161 Maximus shares in Q4 2024, an estimated $15K.
  • Castleview Partners first reported a position in Maximus in Q4 2023 and held it in 4 quarters.
  • Castleview Partners's Maximus position peaked at $15K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.