HAG
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HighPoint Advisor Group’s Maximus MMS Stock Holding History

HighPoint Advisor Group’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
Q4 		– Sell
-3,611
Closed -$314K – 723
2024
Q3 		$314K Sell
3,611
-108
-3% -$9.65K 0.02% 471
2024
Q2 		$346K Sell
3,719
-109
-3% -$9.16K 0.02% 430
2024
Q1 		$326K Sell
3,828
-217
-5% -$17.9K 0.02% 443
2023
Q4 		$336K Buy
+4,045
New +$323K 0.02% 440
2022
Q2 		$320K Buy
+5,055
New +$342K 0.04% 387
2021
Q3 		$367K Buy
4,407
+357
+9% +$30.6K 0.04% 367
2021
Q2 		$356K Buy
4,050
+376
+10% +$34.4K 0.04% 364
2021
Q1 		$346K Buy
3,674
+258
+8% +$21.1K 0.04% 344
2020
Q4 		$286K Buy
3,416
+518
+18% +$36.7K 0.03% 359
2020
Q3 		$208K Buy
+2,898
New +$213K 0.04% 346
2019
Q4 		– Sell
-5,876
Closed -$448K – 440
2019
Q3 		$448K Sell
5,876
-1,326
-18% -$101K 0.1% 178
2019
Q2 		$523K Sell
7,202
-3,338
-32% -$242K 0.12% 147
2019
Q1 		$762K Sell
10,540
-204
-2% -$14.3K 0.19% 113
2018
Q4 		$784K Buy
+10,744
New +$707K 0.21% 110
2015
Q4 		– Sell
-8,338
Closed -$497K – 208
2015
Q3 		$497K Sell
8,338
-6,570
-44% -$418K 0.55% 72
2015
Q2 		$980K Sell
14,908
-4,531
-23% -$296K 1.51% 29
2015
Q1 		$1.29M Sell
19,439
-1,657
-8% -$98.4K 1.97% 18
2014
Q4 		$1.25M Buy
+21,096
New +$1.03M 2.29% 21

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

HighPoint Advisor Group's MMS Position: Q4 2024 in Review

HighPoint Advisor Group sold out of Maximus (MMS) in Q4 2024, closing a stake of 3,611 shares — an estimated $314K sold.

HighPoint Advisor Group first reported a position in MMS in Q4 2014 and held it in 18 quarters. The position peaked at $1.29M in Q1 2015. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • HighPoint Advisor Group reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,611 Maximus shares in Q4 2024, an estimated $314K.
  • HighPoint Advisor Group first reported a position in Maximus in Q4 2014 and held it in 18 quarters.
  • HighPoint Advisor Group's Maximus position peaked at $1.29M in Q1 2015.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on HighPoint Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.