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FORA Capital’s Maximus MMS Stock Holding History

FORA Capital’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
Q4 		– Sell
-5,058
Closed -$378K – 564
2023
Q3 		$378K Buy
+5,058
New +$412K 0.03% 368
2022
Q4 		– Sell
-4,432
Closed -$256K – 595
2022
Q3 		$256K Buy
+4,432
New +$276K 0.05% 354
2020
Q4 		– Sell
-2,257
Closed -$154K – 1054
2020
Q3 		$154K Buy
2,257
+1,295
+135% +$95.3K 0.1% 218
2020
Q2 		$68K Sell
962
-1,731
-64% -$116K 0.02% 581
2020
Q1 		$157K Buy
+2,693
New +$183K 0.03% 507

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

FORA Capital's MMS Position: Q4 2023 in Review

FORA Capital sold out of Maximus (MMS) in Q4 2023, closing a stake of 5,058 shares — an estimated $378K sold.

FORA Capital first reported a position in MMS in Q1 2020 and held it in 5 quarters. The position peaked at $378K in Q3 2023. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • FORA Capital reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • FORA Capital sold 5,058 Maximus shares in Q4 2023, an estimated $378K.
  • FORA Capital first reported a position in Maximus in Q1 2020 and held it in 5 quarters.
  • FORA Capital's Maximus position peaked at $378K in Q3 2023.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.