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Disciplined Investments’s Maximus MMS Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-12
Closed -$1.01K – 983
2023
Q2 		$1.01K Sell
12
-1
-8% -$82 ﹤0.01% 962
2023
Q1 		$1.02K Buy
13
+1
+8% +$77 ﹤0.01% 943
2022
Q4 		$880 Buy
12
+4
+50% +$258 ﹤0.01% 954
2022
Q3 		$0 Sell
8
-5
-38% -$312 ﹤0.01% 1451
2022
Q2 		$1K Buy
13
+3
+30% +$203 ﹤0.01% 1012
2022
Q1 		$1K Buy
+10
New +$765 ﹤0.01% 1077

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Disciplined Investments's MMS Position: Q3 2023 in Review

Disciplined Investments sold out of Maximus (MMS) in Q3 2023, closing a stake of 12 shares — an estimated $1.01K sold.

Disciplined Investments first reported a position in MMS in Q1 2022 and held it in 6 quarters. The position peaked at $1.02K in Q1 2023. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Disciplined Investments reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Maximus shares in Q3 2023, an estimated $1.01K.
  • Disciplined Investments first reported a position in Maximus in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Maximus position peaked at $1.02K in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.