Haverford Financial Services’s Maximus MMS Stock Holding History

Haverford 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
2023 Q1	–	Sell	-17,910	Closed	-$1.31M	–	60
2022 Q4	$1.31M	Hold	17,910	–	–	0.36%	38
2022 Q3	$1.04M	Hold	17,910	–	–	0.32%	43
2022 Q2	$1.12M	Hold	17,910	–	–	0.33%	38
2022 Q1	$1.34M	Hold	17,910	–	–	0.33%	40
2021 Q4	$1.43M	Hold	17,910	–	–	0.32%	39
2021 Q3	$1.49M	Buy	17,910 +3,340	+23%	+$286K	0.36%	35
2021 Q2	$1.28M	Hold	14,570	–	–	0.31%	37
2021 Q1	$1.3M	Hold	14,570	–	–	0.34%	37
2020 Q4	$1.07M	Buy	14,570 +1,975	+16%	+$140K	0.29%	42
2020 Q3	$862K	Buy	12,595 +3,150	+33%	+$232K	0.27%	42
2020 Q2	$665K	Hold	9,445	–	–	0.22%	45
2020 Q1	$550K	Buy	+9,445	New	+$641K	0.22%	49

Other funds holding MMS

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Haverford Financial Services's MMS Position: Q1 2023 in Review

Haverford Financial Services sold out of Maximus (MMS) in Q1 2023, closing a stake of 17,910 shares — an estimated $1.31M sold.

Haverford Financial Services first reported a position in MMS in Q1 2020 and held it in 12 quarters. The position peaked at $1.49M in Q3 2021. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

Haverford Financial Services reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
Haverford Financial Services sold 17,910 Maximus shares in Q1 2023, an estimated $1.31M.
Haverford Financial Services first reported a position in Maximus in Q1 2020 and held it in 12 quarters.
Haverford Financial Services's Maximus position peaked at $1.49M in Q3 2021.
301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Haverford Financial Services's 13F filing for Q1 2023, filed 12 May 2023.