Jensen Investment Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$1.17M | 0.03% | 68 |
|
|
2023
Q4 | $2.54M | Buy |
30,330
+3,200
| +12% | +$268K | 0.02% | 75 |
|
|
2023
Q3 | $2.03M | Sell |
27,130
-36,010
| -57% | -$2.69M | 0.02% | 75 |
|
|
2023
Q2 | $5.34M | Sell |
63,140
-2,020
| -3% | -$171K | 0.04% | 56 |
|
|
2023
Q1 | $5.03M | Hold |
65,160
| – | – | 0.04% | 58 |
|
|
2022
Q4 | $4.78M | Buy |
65,160
+6,880
| +12% | +$505K | 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% | +$1.51M | 0.03% | 61 |
|
|
2021
Q4 | $3.04M | Buy |
38,120
+2,460
| +7% | +$196K | 0.02% | 66 |
|
|
2021
Q3 | $2.97M | Buy |
35,660
+6,230
| +21% | +$518K | 0.02% | 64 |
|
|
2021
Q2 | $2.59M | Sell |
29,430
-2,850
| -9% | -$251K | 0.02% | 65 |
|
|
2021
Q1 | $2.87M | Buy |
32,280
+2,400
| +8% | +$214K | 0.02% | 55 |
|
|
2020
Q4 | $2.19M | Buy |
29,880
+13,150
| +79% | +$962K | 0.02% | 58 |
|
|
2020
Q3 | $1.14M | Buy |
+16,730
| New | +$1.14M | 0.01% | 68 |
|