Innealta Capital’s Maximus MMS Stock Holding History

Innealta Capital’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 Q3	–	Sell	-17	Closed	-$1.46K	–	1082
2024 Q2	$1.46K	Buy	+17	New	+$1.43K	﹤0.01%	1200

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Innealta Capital's MMS Position: Q3 2024 in Review

Innealta Capital sold out of Maximus (MMS) in Q3 2024, closing a stake of 17 shares — an estimated $1.46K sold.

Innealta Capital first reported a position in MMS in Q2 2024 and held it in 1 quarter. The position peaked at $1.46K in Q2 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

Innealta Capital reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 17 Maximus shares in Q3 2024, an estimated $1.46K.
Innealta Capital first reported a position in Maximus in Q2 2024 and held it in 1 quarter.
Innealta Capital's Maximus position peaked at $1.46K in Q2 2024.
371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.