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Copeland Capital Management’s Maximus MMS Stock Holding History

Copeland Capital 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
Q1 		– Sell
-583,257
Closed -$46.5M – 284
2021
Q4 		$46.5M Buy
583,257
+5,302
+0.9% +$433K 1.21% 36
2021
Q3 		$48.1M Buy
577,955
+14,098
+3% +$1.21M 1.37% 25
2021
Q2 		$49.6M Sell
563,857
-3,040
-0.5% -$279K 1.49% 23
2021
Q1 		$50.5M Buy
566,897
+114,525
+25% +$9.36M 1.57% 20
2020
Q4 		$33.1M Sell
452,372
-31,100
-6% -$2.21M 1.3% 34
2020
Q3 		$33.1M Buy
483,472
+55,188
+13% +$4.06M 1.47% 28
2020
Q2 		$30.2M Buy
428,284
+177,816
+71% +$12M 1.56% 24
2020
Q1 		$14.6M Buy
+250,468
New +$17M 0.89% 48
2013
Q4 		– Sell
-2,780
Closed -$125K – 183
2013
Q3 		$125K Buy
+2,780
New +$108K 0.02% 117

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Copeland Capital Management's MMS Position: Q1 2022 in Review

Copeland Capital Management sold out of Maximus (MMS) in Q1 2022, closing a stake of 583,257 shares — an estimated $46.5M sold.

Copeland Capital Management first reported a position in MMS in Q3 2013 and held it in 9 quarters. The position peaked at $50.5M in Q1 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q1 2022.

  • Copeland Capital Management reported no remaining Maximus position as of Q1 2022 after selling out during the quarter.
  • Copeland Capital Management sold 583,257 Maximus shares in Q1 2022, an estimated $46.5M.
  • Copeland Capital Management first reported a position in Maximus in Q3 2013 and held it in 9 quarters.
  • Copeland Capital Management's Maximus position peaked at $50.5M in Q1 2021.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q1 2022.

Based on Copeland Capital Management's 13F filing for Q1 2022, filed 18 Apr 2022.