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Jensen Investment Management’s Maximus MMS Stock Holding History

Jensen Investment 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
2025
Q1 		– Sell
-44,220
Closed -$3.3M – 86
2024
Q4 		$3.3M Hold
44,220
– – 0.03% 73
2024
Q3 		$4.12M Hold
44,220
– – 0.03% 66
2024
Q2 		$3.79M Hold
44,220
– – 0.03% 65
2024
Q1 		$3.71M Buy
44,220
+13,890
+46% +$1.14M 0.03% 68
2023
Q4 		$2.54M Buy
30,330
+3,200
+12% +$255K 0.02% 75
2023
Q3 		$2.03M Sell
27,130
-36,010
-57% -$2.93M 0.02% 75
2023
Q2 		$5.34M Sell
63,140
-2,020
-3% -$166K 0.04% 56
2023
Q1 		$5.03M Hold
65,160
– – 0.04% 58
2022
Q4 		$4.78M Buy
65,160
+6,880
+12% +$444K 0.04% 57
2022
Q3 		$3.37M Hold
58,280
– – 0.03% 66
2022
Q2 		$3.64M Hold
58,280
– – 0.03% 64
2022
Q1 		$4.37M Buy
58,280
+20,160
+53% +$1.54M 0.03% 61
2021
Q4 		$3.04M Buy
38,120
+2,460
+7% +$201K 0.02% 66
2021
Q3 		$2.97M Buy
35,660
+6,230
+21% +$534K 0.02% 64
2021
Q2 		$2.59M Sell
29,430
-2,850
-9% -$261K 0.02% 65
2021
Q1 		$2.87M Buy
32,280
+2,400
+8% +$196K 0.02% 55
2020
Q4 		$2.19M Buy
29,880
+13,150
+79% +$933K 0.02% 58
2020
Q3 		$1.14M Buy
+16,730
New +$1.23M 0.01% 68

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jensen Investment Management's MMS Position: Q1 2025 in Review

Jensen Investment Management sold out of Maximus (MMS) in Q1 2025, closing a stake of 44,220 shares — an estimated $3.3M sold.

Jensen Investment Management first reported a position in MMS in Q3 2020 and held it in 18 quarters. The position peaked at $5.34M in Q2 2023. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • Jensen Investment Management reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
  • Jensen Investment Management sold 44,220 Maximus shares in Q1 2025, an estimated $3.3M.
  • Jensen Investment Management first reported a position in Maximus in Q3 2020 and held it in 18 quarters.
  • Jensen Investment Management's Maximus position peaked at $5.34M in Q2 2023.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on Jensen Investment Management's 13F filing for Q1 2025, filed 9 May 2025.