Johnson Financial Group Inc (Wisconsin)’s Maximus MMS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-1	Closed	-$84	–	913
2023 Q4	$84	Buy	+1	New	+$80	﹤0.01%	902
2016 Q4	–	Sell	-91	Closed	-$5K	–	697
2016 Q3	$5K	Sell	91 -912	-91%	-$53.1K	﹤0.01%	642
2016 Q2	$56K	Buy	1,003 +912	+1,002%	+$49.2K	0.01%	431
2016 Q1	$5K	Hold	91	–	–	﹤0.01%	648
2015 Q4	$5K	Hold	91	–	–	﹤0.01%	684
2015 Q3	$5K	Hold	91	–	–	﹤0.01%	709
2015 Q2	$6K	Buy	+91	New	+$5.96K	﹤0.01%	732

Other funds holding MMS

Fidelity Investments

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

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

Mackenzie Financial

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

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group

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

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