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Hendershot Investments’s Maximus MMS Stock Holding History

Hendershot 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
Q1 		– Sell
-165,393
Closed -$12.1M – 145
2022
Q4 		$12.1M Sell
165,393
-7,533
-4% -$486K 2.05% 15
2022
Q3 		$10M Sell
172,926
-2,118
-1% -$132K 1.89% 16
2022
Q2 		$10.9M Buy
175,044
+6,869
+4% +$464K 1.93% 14
2022
Q1 		$12.6M Buy
168,175
+6,359
+4% +$487K 1.93% 13
2021
Q4 		$12.9M Buy
161,816
+14,952
+10% +$1.22M 1.96% 14
2021
Q3 		$12.2M Sell
146,864
-1,435
-1% -$123K 2.31% 12
2021
Q2 		$13M Sell
148,299
-565
-0.4% -$51.8K 2.84% 11
2021
Q1 		$13.3M Buy
148,864
+1,345
+0.9% +$110K 3.07% 10
2020
Q4 		$10.8M Buy
147,519
+25,553
+21% +$1.81M 2.74% 12
2020
Q3 		$8.34M Buy
121,966
+10,505
+9% +$773K 2.37% 14
2020
Q2 		$7.85M Buy
111,461
+20,389
+22% +$1.37M 2.47% 18
2020
Q1 		$5.3M Buy
91,072
+19,575
+27% +$1.33M 1.94% 21
2019
Q4 		$5.32M Buy
71,497
+31,305
+78% +$2.35M 1.58% 27
2019
Q3 		$3.1M Sell
40,192
-95
-0.2% -$7.21K 0.99% 40
2019
Q2 		$2.92M Buy
40,287
+19,080
+90% +$1.38M 0.96% 41
2019
Q1 		$1.5M Buy
21,207
+2,130
+11% +$149K 0.52% 43
2018
Q4 		$1.24M Sell
19,077
-180
-0.9% -$11.8K 0.49% 44
2018
Q3 		$1.25M Sell
19,257
-460
-2% -$29.9K 0.44% 43
2018
Q2 		$1.23M Sell
19,717
-35
-0.2% -$2.27K 0.47% 43
2018
Q1 		$1.32M Sell
19,752
-275
-1% -$18.7K 0.53% 42
2017
Q4 		$1.43M Sell
20,027
-19,108
-49% -$1.29M 0.58% 44
2017
Q3 		$2.52M Sell
39,135
-65
-0.2% -$3.98K 1.08% 35
2017
Q2 		$2.46M Hold
39,200
– – 1.1% 35
2017
Q1 		$2.44M Buy
39,200
+1,830
+5% +$108K 1.13% 38
2016
Q4 		$2.08M Buy
37,370
+2,335
+7% +$127K 1% 39
2016
Q3 		$1.98M Buy
35,035
+685
+2% +$39.9K 0.98% 40
2016
Q2 		$1.9M Buy
+34,350
New +$1.85M 0.98% 41

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

Hendershot Investments's MMS Position: Q1 2023 in Review

Hendershot Investments sold out of Maximus (MMS) in Q1 2023, closing a stake of 165,393 shares — an estimated $12.1M sold.

Hendershot Investments first reported a position in MMS in Q2 2016 and held it in 27 quarters. The position peaked at $13.3M in Q1 2021. 301 funds tracked by Wall St. Rank hold MMS as of Q1 2023.

  • Hendershot Investments reported no remaining Maximus position as of Q1 2023 after selling out during the quarter.
  • Hendershot Investments sold 165,393 Maximus shares in Q1 2023, an estimated $12.1M.
  • Hendershot Investments first reported a position in Maximus in Q2 2016 and held it in 27 quarters.
  • Hendershot Investments's Maximus position peaked at $13.3M in Q1 2021.
  • 301 funds tracked by Wall St. Rank held Maximus as of Q1 2023.

Based on Hendershot Investments's 13F filing for Q1 2023, filed 25 Apr 2023.