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Formidable Asset Management’s Maximus MMS Stock Holding History

Formidable 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
2023
Q1 		– Sell
-7,581
Closed -$556K – 335
2022
Q4 		$556K Hold
7,581
– – 0.13% 150
2022
Q3 		$439K Buy
7,581
+179
+2% +$11.2K 0.1% 177
2022
Q2 		$463K Buy
7,402
+2,862
+63% +$194K 0.1% 174
2022
Q1 		$340K Buy
4,540
+233
+5% +$17.8K 0.07% 244
2021
Q4 		$343K Buy
4,307
+424
+11% +$34.7K 0.07% 237
2021
Q3 		$323K Buy
+3,883
New +$333K 0.06% 260

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Formidable Asset Management's MMS Position: Q1 2023 in Review

Formidable Asset Management sold out of Maximus (MMS) in Q1 2023, closing a stake of 7,581 shares — an estimated $556K sold.

Formidable Asset Management first reported a position in MMS in Q3 2021 and held it in 6 quarters. The position peaked at $556K in Q4 2022. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • Formidable Asset Management reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • Formidable Asset Management sold 7,581 Maximus shares in Q1 2023, an estimated $556K.
  • Formidable Asset Management first reported a position in Maximus in Q3 2021 and held it in 6 quarters.
  • Formidable Asset Management's Maximus position peaked at $556K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Formidable Asset Management's 13F filing for Q1 2023, filed 9 May 2023.