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Ellevest Inc’s Maximus MMS Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-258
Closed -$20.3K – 1125
2023
Q1 		$20.3K Sell
258
-19
-7% -$1.46K ﹤0.01% 838
2022
Q4 		$20.3K Sell
277
-132
-32% -$8.52K ﹤0.01% 847
2022
Q3 		$24K Buy
+409
New +$25.5K ﹤0.01% 767
2022
Q1 		– Sell
-31
Closed -$2K – 1546
2021
Q4 		$2K Buy
+31
New +$2.53K ﹤0.01% 1175

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Ellevest Inc's MMS Position: Q2 2023 in Review

Ellevest Inc sold out of Maximus (MMS) in Q2 2023, closing a stake of 258 shares — an estimated $20.3K sold.

Ellevest Inc first reported a position in MMS in Q4 2021 and held it in 4 quarters. The position peaked at $24K in Q3 2022. 303 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • Ellevest Inc reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 258 Maximus shares in Q2 2023, an estimated $20.3K.
  • Ellevest Inc first reported a position in Maximus in Q4 2021 and held it in 4 quarters.
  • Ellevest Inc's Maximus position peaked at $24K in Q3 2022.
  • 303 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.