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Cavalier Investments’s Maximus MMS Stock Holding History

Cavalier Investments’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
-22,792
Closed -$2.12M – 81
2024
Q3 		$2.12M Buy
22,792
+1,380
+6% +$123K 0.65% 44
2024
Q2 		$1.84M Buy
21,412
+620
+3% +$52.1K 0.56% 46
2024
Q1 		$1.74M Buy
20,792
+1,129
+6% +$92.9K 0.64% 44
2023
Q4 		$1.65M Buy
19,663
+463
+2% +$36.9K 0.61% 48
2023
Q3 		$1.43M Buy
19,200
+699
+4% +$56.9K 0.56% 57
2023
Q2 		$1.56M Buy
+18,501
New +$1.52M 0.57% 52

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

Cavalier Investments's MMS Position: Q4 2024 in Review

Cavalier Investments sold out of Maximus (MMS) in Q4 2024, closing a stake of 22,792 shares — an estimated $2.12M sold.

Cavalier Investments first reported a position in MMS in Q2 2023 and held it in 6 quarters. The position peaked at $2.12M in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Cavalier Investments reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 22,792 Maximus shares in Q4 2024, an estimated $2.12M.
  • Cavalier Investments first reported a position in Maximus in Q2 2023 and held it in 6 quarters.
  • Cavalier Investments's Maximus position peaked at $2.12M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.