Gradient Investments’s Maximus MMS Stock Holding History

Gradient Investments’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 Q3	–	Sell	-11	Closed	-$930	–	1870
2023 Q2	$930	Buy	+11	New	+$905	﹤0.01%	1385

Other funds holding MMS

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

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

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

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

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

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

Gradient Investments's MMS Position: Q3 2023 in Review

Gradient Investments sold out of Maximus (MMS) in Q3 2023, closing a stake of 11 shares — an estimated $930 sold.

Gradient Investments first reported a position in MMS in Q2 2023 and held it in 1 quarter. The position peaked at $930 in Q2 2023. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

Gradient Investments reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 11 Maximus shares in Q3 2023, an estimated $930.
Gradient Investments first reported a position in Maximus in Q2 2023 and held it in 1 quarter.
Gradient Investments's Maximus position peaked at $930 in Q2 2023.
322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.