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Duality Advisers’s Maximus MMS Stock Holding History

Duality Advisers’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
Q4 		– Sell
-14,894
Closed -$862K – 705
2022
Q3 		$862K Buy
+14,894
New +$928K 0.09% 335
2022
Q2 		– Sell
-21,505
Closed -$1.61M – 761
2022
Q1 		$1.61M Buy
21,505
+12,468
+138% +$954K 0.17% 204
2021
Q4 		$720K Buy
+9,037
New +$739K 0.08% 349
2021
Q3 		– Sell
-24,046
Closed -$2.12M – 649
2021
Q2 		$2.12M Buy
+24,046
New +$2.2M 0.19% 191
2021
Q1 		– Sell
-21,625
Closed -$1.58M – 647
2020
Q4 		$1.58M Sell
21,625
-9,435
-30% -$669K 0.12% 262
2020
Q3 		$2.13M Buy
31,060
+24,583
+380% +$1.81M 0.14% 215
2020
Q2 		$456K Buy
+6,477
New +$435K 0.04% 318

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Duality Advisers's MMS Position: Q4 2022 in Review

Duality Advisers sold out of Maximus (MMS) in Q4 2022, closing a stake of 14,894 shares — an estimated $862K sold.

Duality Advisers first reported a position in MMS in Q2 2020 and held it in 7 quarters. The position peaked at $2.13M in Q3 2020. 306 funds tracked by Wall St. Rank hold MMS as of Q4 2022.

  • Duality Advisers reported no remaining Maximus position as of Q4 2022 after selling out during the quarter.
  • Duality Advisers sold 14,894 Maximus shares in Q4 2022, an estimated $862K.
  • Duality Advisers first reported a position in Maximus in Q2 2020 and held it in 7 quarters.
  • Duality Advisers's Maximus position peaked at $2.13M in Q3 2020.
  • 306 funds tracked by Wall St. Rank held Maximus as of Q4 2022.

Based on Duality Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.