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Fernwood Investment Management’s Maximus MMS Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-325
Closed -$27.3K – 502
2024
Q1 		$27.3K Buy
+325
New +$26.7K 0.01% 412
2016
Q1 		– Sell
-13,725
Closed -$772K – 127
2015
Q4 		$772K Sell
13,725
-1,600
-10% -$96.5K 0.66% 45
2015
Q3 		$913K Hold
15,325
– – 0.8% 41
2015
Q2 		$1.01M Hold
15,325
– – 0.79% 42
2015
Q1 		$1.02M Sell
15,325
-500
-3% -$29.7K 0.84% 41
2014
Q4 		$868K Hold
15,825
– – 0.74% 44
2014
Q3 		$635K Hold
15,825
– – 0.55% 55
2014
Q2 		$681K Buy
+15,825
New +$680K 0.56% 52

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fernwood Investment Management's MMS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Maximus (MMS) in Q2 2024, closing a stake of 325 shares — an estimated $27.3K sold.

Fernwood Investment Management first reported a position in MMS in Q2 2014 and held it in 8 quarters. The position peaked at $1.02M in Q1 2015. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Maximus position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 325 Maximus shares in Q2 2024, an estimated $27.3K.
  • Fernwood Investment Management first reported a position in Maximus in Q2 2014 and held it in 8 quarters.
  • Fernwood Investment Management's Maximus position peaked at $1.02M in Q1 2015.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.