Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Maximus MMS Stock Holding History

Jacobs Levy Equity 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
Q3 		– Sell
-5,896
Closed -$505K – 1015
2024
Q2 		$505K Buy
+5,896
New +$495K ﹤0.01% 838
2019
Q4 		– Sell
-60,204
Closed -$4.65M – 1042
2019
Q3 		$4.65M Sell
60,204
-53,481
-47% -$4.06M 0.06% 349
2019
Q2 		$8.25M Sell
113,685
-27,180
-19% -$1.97M 0.11% 237
2019
Q1 		$10M Buy
140,865
+22,640
+19% +$1.59M 0.14% 185
2018
Q4 		$7.7M Buy
118,225
+59,705
+102% +$3.93M 0.14% 172
2018
Q3 		$3.81M Sell
58,520
-18,660
-24% -$1.21M 0.05% 371
2018
Q2 		$4.79M Sell
77,180
-17,350
-18% -$1.12M 0.08% 314
2018
Q1 		$6.31M Buy
94,530
+32,130
+51% +$2.18M 0.11% 244
2017
Q4 		$4.47M Buy
62,400
+15,850
+34% +$1.07M 0.08% 296
2017
Q3 		$3M Buy
46,550
+35,180
+309% +$2.16M 0.06% 346
2017
Q2 		$712K Buy
+11,370
New +$706K 0.02% 626
2016
Q1 		– Sell
-9,160
Closed -$515K – 1155
2015
Q4 		$515K Sell
9,160
-36,125
-80% -$2.18M 0.01% 550
2015
Q3 		$2.7M Sell
45,285
-17,500
-28% -$1.11M 0.06% 301
2015
Q2 		$4.13M Buy
62,785
+9,410
+18% +$616K 0.08% 248
2015
Q1 		$3.56M Buy
53,375
+17,515
+49% +$1.04M 0.06% 284
2014
Q4 		$1.97M Sell
35,860
-48,480
-57% -$2.36M 0.03% 386
2014
Q3 		$3.38M Buy
+84,340
New +$3.49M 0.06% 301
2014
Q1 		– Sell
-120,819
Closed -$5.32M – 964
2013
Q4 		$5.32M Sell
120,819
-273,783
-69% -$12.6M 0.08% 280
2013
Q3 		$17.8M Buy
394,602
+37,378
+10% +$1.45M 0.3% 107
2013
Q2 		$13.3M Buy
+357,224
New +$13.7M 0.24% 123

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management's MMS Position: Q3 2024 in Review

Jacobs Levy Equity Management sold out of Maximus (MMS) in Q3 2024, closing a stake of 5,896 shares — an estimated $505K sold.

Jacobs Levy Equity Management first reported a position in MMS in Q2 2013 and held it in 20 quarters. The position peaked at $17.8M in Q3 2013. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Jacobs Levy Equity Management reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 5,896 Maximus shares in Q3 2024, an estimated $505K.
  • Jacobs Levy Equity Management first reported a position in Maximus in Q2 2013 and held it in 20 quarters.
  • Jacobs Levy Equity Management's Maximus position peaked at $17.8M in Q3 2013.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2024, filed 14 Nov 2024.