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Haverford Trust Company’s Maximus MMS Stock Holding History

Haverford Trust Company’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
-3,547
Closed -$260K – 370
2022
Q4 		$260K Hold
3,547
– – ﹤0.01% 306
2022
Q3 		$205K Hold
3,547
– – ﹤0.01% 325
2022
Q2 		$222K Buy
3,547
+335
+10% +$22.6K ﹤0.01% 317
2022
Q1 		$241K Buy
3,212
+2
+0.1% +$153 ﹤0.01% 328
2021
Q4 		$256K Sell
3,210
-5
-0.2% -$409 ﹤0.01% 325
2021
Q3 		$267K Buy
+3,215
New +$275K ﹤0.01% 311

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

Haverford Trust Company's MMS Position: Q1 2023 in Review

Haverford Trust Company sold out of Maximus (MMS) in Q1 2023, closing a stake of 3,547 shares — an estimated $260K sold.

Haverford Trust Company first reported a position in MMS in Q3 2021 and held it in 6 quarters. The position peaked at $267K in Q3 2021. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • Haverford Trust Company reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • Haverford Trust Company sold 3,547 Maximus shares in Q1 2023, an estimated $260K.
  • Haverford Trust Company first reported a position in Maximus in Q3 2021 and held it in 6 quarters.
  • Haverford Trust Company's Maximus position peaked at $267K in Q3 2021.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

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