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HM Payson & Co’s Maximus MMS Stock Holding History

HM Payson & 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
2024
Q1 		– Sell
-50
Closed -$4.19K – 987
2023
Q4 		$4.19K Sell
50
-130
-72% -$10.4K ﹤0.01% 875
2023
Q3 		$13.4K Sell
180
-168
-48% -$13.7K ﹤0.01% 787
2023
Q2 		$29.4K Sell
348
-1,900
-85% -$156K ﹤0.01% 668
2023
Q1 		$177K Sell
2,248
-1,875
-45% -$144K ﹤0.01% 390
2022
Q4 		$302K Sell
4,123
-933
-18% -$60.2K 0.01% 312
2022
Q3 		$293K Sell
5,056
-369
-7% -$23K 0.01% 309
2022
Q2 		$339K Sell
5,425
-2,100
-28% -$142K 0.01% 298
2022
Q1 		$564K Hold
7,525
– – 0.01% 258
2021
Q4 		$600K Hold
7,525
– – 0.01% 263
2021
Q3 		$626K Buy
7,525
+900
+14% +$77.1K 0.02% 255
2021
Q2 		$583K Hold
6,625
– – 0.01% 257
2021
Q1 		$590K Buy
6,625
+500
+8% +$40.9K 0.02% 256
2020
Q4 		$448K Buy
+6,125
New +$434K 0.01% 277

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

HM Payson & Co's MMS Position: Q1 2024 in Review

HM Payson & Co sold out of Maximus (MMS) in Q1 2024, closing a stake of 50 shares — an estimated $4.19K sold.

HM Payson & Co first reported a position in MMS in Q4 2020 and held it in 13 quarters. The position peaked at $626K in Q3 2021. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • HM Payson & Co reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 50 Maximus shares in Q1 2024, an estimated $4.19K.
  • HM Payson & Co first reported a position in Maximus in Q4 2020 and held it in 13 quarters.
  • HM Payson & Co's Maximus position peaked at $626K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.