Institutional & Family Asset Management’s Maximus MMS Stock Holding History

Institutional & Family Asset Management’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 Q2	$771	Buy	+9	New	+$756	﹤0.01%	669

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Institutional & Family Asset Management's MMS Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Maximus (MMS) in Q2 2024: 9 shares worth $771. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings.

354 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

Institutional & Family Asset Management held 9 shares of Maximus worth $771 as of Q2 2024.
Maximus was a new Institutional & Family Asset Management position in Q2 2024.
Maximus made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #669 holding.
354 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.