Golden State Equity Partners’s Maximus MMS Stock Holding History

Golden State Equity Partners’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
2022 Q1	$301K	Buy	4,021 +21	+0.5%	+$1.61K	0.15%	153
2021 Q4	$319K	Hold	4,000	–	–	0.16%	117
2021 Q3	$333K	Hold	4,000	–	–	0.14%	152
2021 Q2	$352K	Hold	4,000	–	–	0.14%	158
2021 Q1	$356K	Buy	4,000 +115	+3%	+$9.4K	0.2%	110
2020 Q4	$284K	Buy	+3,885	New	+$276K	0.2%	127

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Equity Partners's MMS Position: Q1 2022 in Review

Golden State Equity Partners increased its Maximus (MMS) stake by 0.53% in Q1 2022, buying an estimated $1.61K and bringing the position to 4,021 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #153.

Golden State Equity Partners first reported a position in MMS in Q4 2020 and has held it in 6 quarters since. The position peaked at $356K in Q1 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q1 2022.

Golden State Equity Partners held 4,021 shares of Maximus worth $301K as of Q1 2022.
Golden State Equity Partners bought 21 Maximus shares in Q1 2022, an estimated $1.61K.
Maximus made up 0.15% of Golden State Equity Partners's portfolio in Q1 2022, its #153 holding.
Golden State Equity Partners first reported a position in Maximus in Q4 2020 and has held it in 6 quarters since.
Golden State Equity Partners's Maximus position peaked at $356K in Q1 2021.
321 funds tracked by Wall St. Rank held Maximus as of Q1 2022.

Based on Golden State Equity Partners's 13F filing for Q1 2022, filed 16 May 2022.