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Cresset Asset Management’s Maximus MMS Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-2,334
Closed -$217K – 2032
2024
Q3 		$217K Buy
+2,334
New +$209K ﹤0.01% 1953
2021
Q4 		– Sell
-5,295
Closed -$441K – 1228
2021
Q3 		$441K Sell
5,295
-20
-0.4% -$1.71K 0.01% 682
2021
Q2 		$468K Sell
5,315
-1
-0% -$92 0.01% 583
2021
Q1 		$473K Buy
5,316
+506
+11% +$41.4K 0.01% 497
2020
Q4 		$352K Buy
4,810
+39
+0.8% +$2.77K 0.01% 509
2020
Q3 		$326K Sell
4,771
-98
-2% -$7.21K 0.01% 484
2020
Q2 		$343K Buy
+4,869
New +$327K 0.01% 423

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

Cresset Asset Management's MMS Position: Q4 2024 in Review

Cresset Asset Management sold out of Maximus (MMS) in Q4 2024, closing a stake of 2,334 shares — an estimated $217K sold.

Cresset Asset Management first reported a position in MMS in Q2 2020 and held it in 7 quarters. The position peaked at $473K in Q1 2021. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Cresset Asset Management reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 2,334 Maximus shares in Q4 2024, an estimated $217K.
  • Cresset Asset Management first reported a position in Maximus in Q2 2020 and held it in 7 quarters.
  • Cresset Asset Management's Maximus position peaked at $473K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.