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Essex Investment Management’s Maximus MMS Stock Holding History

Essex Investment 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
2018
Q2 		– Sell
-4,498
Closed -$300K – 418
2018
Q1 		$300K Sell
4,498
-1,868
-29% -$127K 0.04% 311
2017
Q4 		$456K Sell
6,366
-84
-1% -$5.66K 0.06% 274
2017
Q3 		$416K Hold
6,450
– – 0.06% 283
2017
Q2 		$404K Sell
6,450
-232
-3% -$14.4K 0.06% 268
2017
Q1 		$416K Buy
6,682
+83
+1% +$4.88K 0.07% 279
2016
Q4 		$368K Sell
6,599
-80
-1% -$4.35K 0.06% 278
2016
Q3 		$378K Sell
6,679
-863
-11% -$50.2K 0.06% 280
2016
Q2 		$418K Sell
7,542
-99
-1% -$5.34K 0.07% 258
2016
Q1 		$402K Sell
7,641
-25
-0.3% -$1.27K 0.07% 258
2015
Q4 		$431K Sell
7,666
-210
-3% -$12.7K 0.07% 251
2015
Q3 		$469K Buy
7,876
+1,790
+29% +$114K 0.08% 233
2015
Q2 		$400K Sell
6,086
-164
-3% -$10.7K 0.06% 250
2015
Q1 		$417K Hold
6,250
– – 0.06% 249
2014
Q4 		$343K Sell
6,250
-21
-0.3% -$1.02K 0.05% 264
2014
Q3 		$252K Sell
6,271
-40
-0.6% -$1.66K 0.04% 307
2014
Q2 		$271K Sell
6,311
-30
-0.5% -$1.29K 0.04% 311
2014
Q1 		$284K Sell
6,341
-1,678
-21% -$75.9K 0.04% 302
2013
Q4 		$353K Sell
8,019
-57
-0.7% -$2.63K 0.05% 304
2013
Q3 		$364K Buy
+8,076
New +$312K 0.06% 285

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Essex Investment Management's MMS Position: Q2 2018 in Review

Essex Investment Management sold out of Maximus (MMS) in Q2 2018, closing a stake of 4,498 shares — an estimated $300K sold.

Essex Investment Management first reported a position in MMS in Q3 2013 and held it in 19 quarters. The position peaked at $469K in Q3 2015. 319 funds tracked by Wall St. Rank hold MMS as of Q2 2018.

  • Essex Investment Management reported no remaining Maximus position as of Q2 2018 after selling out during the quarter.
  • Essex Investment Management sold 4,498 Maximus shares in Q2 2018, an estimated $300K.
  • Essex Investment Management first reported a position in Maximus in Q3 2013 and held it in 19 quarters.
  • Essex Investment Management's Maximus position peaked at $469K in Q3 2015.
  • 319 funds tracked by Wall St. Rank held Maximus as of Q2 2018.

Based on Essex Investment Management's 13F filing for Q2 2018, filed 17 Jul 2018.