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CSat Investment Advisory’s Maximus MMS Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-257
Closed -$18K – 781
2020
Q3 		$18K Buy
257
+33
+15% +$2.43K ﹤0.01% 897
2020
Q2 		$16K Buy
224
+54
+32% +$3.63K ﹤0.01% 905
2020
Q1 		$10K Buy
170
+34
+25% +$2.31K ﹤0.01% 915
2019
Q4 		$10K Buy
136
+16
+13% +$1.2K ﹤0.01% 986
2019
Q3 		$9K Buy
120
+16
+15% +$1.22K ﹤0.01% 956
2019
Q2 		$8K Buy
+104
New +$7.55K ﹤0.01% 954

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

CSat Investment Advisory's MMS Position: Q4 2020 in Review

CSat Investment Advisory sold out of Maximus (MMS) in Q4 2020, closing a stake of 257 shares — an estimated $18K sold.

CSat Investment Advisory first reported a position in MMS in Q2 2019 and held it in 6 quarters. The position peaked at $18K in Q3 2020. 321 funds tracked by Wall St. Rank hold MMS as of Q4 2020.

  • CSat Investment Advisory reported no remaining Maximus position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 257 Maximus shares in Q4 2020, an estimated $18K.
  • CSat Investment Advisory first reported a position in Maximus in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Maximus position peaked at $18K in Q3 2020.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.