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Householder Group Estate & Retirement Specialist’s Maximus MMS Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-150
Closed -$11.2K – 1260
2023
Q3 		$11.2K Buy
+150
New +$12.2K ﹤0.01% 762
2023
Q1 		$12K Buy
+150
New +$11.6K ﹤0.01% 765
2022
Q4 		– Sell
-451
Closed -$26K – 804
2022
Q3 		$26K Buy
+451
New +$28.1K 0.01% 527

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Householder Group Estate & Retirement Specialist's MMS Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Maximus (MMS) in Q4 2023, closing a stake of 150 shares — an estimated $11.2K sold.

Householder Group Estate & Retirement Specialist first reported a position in MMS in Q3 2022 and held it in 3 quarters. The position peaked at $26K in Q3 2022. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 150 Maximus shares in Q4 2023, an estimated $11.2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Maximus in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Maximus position peaked at $26K in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.