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Independence Bank of Kentucky’s Maximus MMS Stock Holding History

Independence Bank of Kentucky’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
Q3 		– Sell
-13
Closed -$1.1K – 504
2023
Q2 		$1.1K Buy
+13
New +$1.07K ﹤0.01% 503

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

Independence Bank of Kentucky's MMS Position: Q3 2023 in Review

Independence Bank of Kentucky sold out of Maximus (MMS) in Q3 2023, closing a stake of 13 shares — an estimated $1.1K sold.

Independence Bank of Kentucky first reported a position in MMS in Q2 2023 and held it in 1 quarter. The position peaked at $1.1K in Q2 2023. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Independence Bank of Kentucky reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
  • Independence Bank of Kentucky sold 13 Maximus shares in Q3 2023, an estimated $1.1K.
  • Independence Bank of Kentucky first reported a position in Maximus in Q2 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's Maximus position peaked at $1.1K in Q2 2023.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Independence Bank of Kentucky's 13F filing for Q3 2023, filed 16 Oct 2023.