Convergence Investment Partners’s Maximus MMS Stock Holding History

Convergence Investment 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
2025 Q4	–	Sell	-6,498	Closed	-$594K	–	283
2025 Q3	$594K	Buy	+6,498	New	+$527K	0.13%	193
2019 Q4	–	Sell	-2,347	Closed	-$181K	–	285
2019 Q3	$181K	Sell	2,347 -1,573	-40%	-$119K	0.05%	221
2019 Q2	$284K	Sell	3,920 -955	-20%	-$69.3K	0.07%	203
2019 Q1	$346K	Sell	4,875 -2,082	-30%	-$146K	0.08%	205
2018 Q4	$453K	Sell	6,957 -12,955	-65%	-$853K	0.1%	195
2018 Q3	$1.29M	Sell	19,912 -11,332	-36%	-$736K	0.26%	137
2018 Q2	$1.94M	Sell	31,244 -3,884	-11%	-$252K	0.27%	135
2018 Q1	$2.34M	Sell	35,128 -48,265	-58%	-$3.28M	0.31%	122
2017 Q4	$5.97M	Buy	83,393 +50,772	+156%	+$3.42M	0.8%	18
2017 Q3	$2.1M	Buy	32,621 +6,990	+27%	+$428K	0.3%	129
2017 Q2	$1.6M	Buy	25,631 +11,453	+81%	+$711K	0.23%	163
2017 Q1	$882K	Buy	+14,178	New	+$833K	0.12%	255

Other funds holding MMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return