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Kelly Financial Services’s Maximus MMS Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-85
Closed -$7.28K – 502
2024
Q2 		$7.28K Hold
85
– – ﹤0.01% 456
2024
Q1 		$7.11K Buy
85
+1
+1% +$82 ﹤0.01% 466
2023
Q4 		$7.08K Hold
84
– – ﹤0.01% 435
2023
Q3 		$6.29K Buy
84
+43
+105% +$3.5K ﹤0.01% 429
2023
Q2 		$3.46K Buy
+41
New +$3.37K ﹤0.01% 492

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kelly Financial Services's MMS Position: Q3 2024 in Review

Kelly Financial Services sold out of Maximus (MMS) in Q3 2024, closing a stake of 85 shares — an estimated $7.28K sold.

Kelly Financial Services first reported a position in MMS in Q2 2023 and held it in 5 quarters. The position peaked at $7.28K in Q2 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Kelly Financial Services reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 85 Maximus shares in Q3 2024, an estimated $7.28K.
  • Kelly Financial Services first reported a position in Maximus in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's Maximus position peaked at $7.28K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.