Financial Gravity Asset Management’s Maximus MMS Stock Holding History

Financial Gravity Asset 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
2019 Q4	$74K	Sell	13 -9	-41%	-$676	0.05%	453
2019 Q3	$2K	Buy	22 +15	+214%	+$1.14K	﹤0.01%	909
2019 Q2	$0	Buy	7 +6	+600%	+$435	﹤0.01%	1508
2019 Q1	$0	Buy	+1	New	+$70	﹤0.01%	1456
2018 Q2	–	Sell	-75	Closed	-$5K	–	1538
2018 Q1	$5K	Buy	+75	New	+$5.1K	0.01%	736

Other funds holding MMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's MMS Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Maximus (MMS) stake by 41% in Q4 2019, selling an estimated $676 and leaving 13 shares worth $74K. The position accounts for 0.05% of the portfolio, ranked #453.

Financial Gravity Asset Management first reported a position in MMS in Q1 2018 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold MMS as of Q4 2019.

Financial Gravity Asset Management held 13 shares of Maximus worth $74K as of Q4 2019.
Financial Gravity Asset Management sold 9 Maximus shares in Q4 2019, an estimated $676.
Maximus made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #453 holding.
Financial Gravity Asset Management first reported a position in Maximus in Q1 2018 and has held it in 5 quarters since.
322 funds tracked by Wall St. Rank held Maximus as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.