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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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MMS Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Maximus (MMS) in Q1 2024, closing a stake of 1 share — an estimated $84 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MMS in Q2 2015 and held it in 7 quarters. The position peaked at $56K in Q2 2016. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1 Maximus share in Q1 2024, an estimated $84.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Maximus in Q2 2015 and held it in 7 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Maximus position peaked at $56K in Q2 2016.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.