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Harel Insurance Investments & Financial Services’s Maximus MMS Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q3 		– Sell
-245
Closed -$21K – 541
2024
Q2 		$21K Sell
245
-34
-12% -$2.86K ﹤0.01% 440
2024
Q1 		$23K Sell
279
-81
-23% -$6.66K ﹤0.01% 433
2023
Q4 		$30K Sell
360
-574
-61% -$45.8K ﹤0.01% 474
2023
Q3 		$70K Sell
934
-31
-3% -$2.52K ﹤0.01% 417
2023
Q2 		$82K Buy
965
+28
+3% +$2.3K ﹤0.01% 409
2023
Q1 		$74K Sell
937
-17
-2% -$1.31K ﹤0.01% 441
2022
Q4 		$70K Hold
954
– – ﹤0.01% 426
2022
Q3 		$55K Sell
954
-152
-14% -$9.47K ﹤0.01% 492
2022
Q2 		$69K Sell
1,106
-128
-10% -$8.65K ﹤0.01% 461
2022
Q1 		$92K Sell
1,234
-241
-16% -$18.4K ﹤0.01% 450
2021
Q4 		$118K Sell
1,475
-2,088
-59% -$171K ﹤0.01% 484
2021
Q3 		$296K Sell
3,563
-1,798
-34% -$154K 0.01% 308
2021
Q2 		$472K Sell
5,361
-5,405
-50% -$495K 0.01% 469
2021
Q1 		$2.08M Buy
+10,766
New +$880K 0.04% 235

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.1B AUM 12.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MMS Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Maximus (MMS) in Q3 2024, closing a stake of 245 shares — an estimated $21K sold.

Harel Insurance Investments & Financial Services first reported a position in MMS in Q1 2021 and held it in 14 quarters. The position peaked at $2.08M in Q1 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 245 Maximus shares in Q3 2024, an estimated $21K.
  • Harel Insurance Investments & Financial Services first reported a position in Maximus in Q1 2021 and held it in 14 quarters.
  • Harel Insurance Investments & Financial Services's Maximus position peaked at $2.08M in Q1 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.