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Hirtle Callaghan & Co’s Maximus MMS Stock Holding History

Hirtle Callaghan & Co’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
2022
Q3 		– Sell
-3,717
Closed -$232K – 123
2022
Q2 		$232K Sell
3,717
-1,174
-24% -$79.4K 0.01% 117
2022
Q1 		$367K Buy
+4,891
New +$374K 0.02% 100

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

Hirtle Callaghan & Co's MMS Position: Q3 2022 in Review

Hirtle Callaghan & Co sold out of Maximus (MMS) in Q3 2022, closing a stake of 3,717 shares — an estimated $232K sold.

Hirtle Callaghan & Co first reported a position in MMS in Q1 2022 and held it in 2 quarters. The position peaked at $367K in Q1 2022. 297 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Hirtle Callaghan & Co reported no remaining Maximus position as of Q3 2022 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 3,717 Maximus shares in Q3 2022, an estimated $232K.
  • Hirtle Callaghan & Co first reported a position in Maximus in Q1 2022 and held it in 2 quarters.
  • Hirtle Callaghan & Co's Maximus position peaked at $367K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2022, filed 14 Nov 2022.