Kaizen Advisory’s Maximus MMS Stock Holding History

Kaizen Advisory’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
2018 Q4	$856K	Sell	13,151 -2,538	-16%	-$167K	0.59%	24
2018 Q3	$1.02M	Sell	15,689 -892	-5%	-$57.9K	0.53%	54
2018 Q2	$1.03M	Buy	16,581 +15,695	+1,771%	+$1.02M	0.52%	83
2018 Q1	$59K	Sell	886 -16,509	-95%	-$1.12M	0.06%	180
2017 Q4	$1.25M	Buy	+17,395	New	+$1.17M	0.74%	42

Other funds holding MMS

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

VBA

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's MMS Position: Q4 2018 in Review

Kaizen Advisory reduced its Maximus (MMS) stake by 16% in Q4 2018, selling an estimated $167K and leaving 13,151 shares worth $856K. The position accounts for 0.59% of the portfolio, ranked #24.

Kaizen Advisory first reported a position in MMS in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2017. 311 funds tracked by Wall St. Rank hold MMS as of Q4 2018.

Kaizen Advisory held 13,151 shares of Maximus worth $856K as of Q4 2018.
Kaizen Advisory sold 2,538 Maximus shares in Q4 2018, an estimated $167K.
Maximus made up 0.59% of Kaizen Advisory's portfolio in Q4 2018, its #24 holding.
Kaizen Advisory first reported a position in Maximus in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Maximus position peaked at $1.25M in Q4 2017.
311 funds tracked by Wall St. Rank held Maximus as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.