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Fort LP’s Maximus MMS Stock Holding History

Fort LP’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
-4,443
Closed -$326K – 165
2022
Q4 		$326K Sell
4,443
-2,710
-38% -$175K 0.49% 115
2022
Q3 		$414K Sell
7,153
-2,884
-29% -$180K 0.52% 107
2022
Q2 		$627K Sell
10,037
-4,620
-32% -$312K 0.42% 129
2022
Q1 		$1.1M Buy
14,657
+1,094
+8% +$83.7K 0.42% 129
2021
Q4 		$1.08M Buy
13,563
+4,747
+54% +$388K 0.35% 148
2021
Q3 		$733K Sell
8,816
-171
-2% -$14.6K 0.24% 191
2021
Q2 		$791K Buy
8,987
+2,599
+41% +$238K 0.23% 196
2021
Q1 		$569K Sell
6,388
-1,236
-16% -$101K 0.16% 218
2020
Q4 		$558K Sell
7,624
-4,590
-38% -$326K 0.17% 208
2020
Q3 		$836K Sell
12,214
-1,496
-11% -$110K 0.35% 139
2020
Q2 		$966K Sell
13,710
-23,031
-63% -$1.55M 0.52% 71
2020
Q1 		$2.14M Buy
36,741
+1,155
+3% +$78.4K 0.48% 95
2019
Q4 		$2.65M Sell
35,586
-253
-0.7% -$19K 0.47% 109
2019
Q3 		$2.77M Sell
35,839
-728
-2% -$55.3K 0.52% 66
2019
Q2 		$2.65M Buy
36,567
+3,189
+10% +$231K 0.51% 74
2019
Q1 		$2.37M Buy
33,378
+7,839
+31% +$550K 0.48% 73
2018
Q4 		$1.66M Buy
25,539
+11,703
+85% +$770K 0.39% 46
2018
Q3 		$900K Buy
13,836
+11,911
+619% +$773K 0.2% 148
2018
Q2 		$120K Buy
+1,925
New +$125K 0.03% 121

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

Fort LP's MMS Position: Q1 2023 in Review

Fort LP sold out of Maximus (MMS) in Q1 2023, closing a stake of 4,443 shares — an estimated $326K sold.

Fort LP first reported a position in MMS in Q2 2018 and held it in 19 quarters. The position peaked at $2.77M in Q3 2019. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • Fort LP reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • Fort LP sold 4,443 Maximus shares in Q1 2023, an estimated $326K.
  • Fort LP first reported a position in Maximus in Q2 2018 and held it in 19 quarters.
  • Fort LP's Maximus position peaked at $2.77M in Q3 2019.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Fort LP's 13F filing for Q1 2023, filed 12 May 2023.