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Lindbrook Capital’s Maximus MMS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$56.1K Buy
822
+691
+527% +$49.2K 0.01% 949
2024
Q4 		$9.78K Sell
131
-8
-6% -$653 ﹤0.01% 1664
2024
Q3 		$12.9K Hold
139
– – ﹤0.01% 1542
2024
Q2 		$11.9K Hold
139
– – ﹤0.01% 1527
2024
Q1 		$11.7K Hold
139
– – ﹤0.01% 1487
2023
Q4 		$11.7K Buy
139
+2
+1% +$160 ﹤0.01% 1468
2023
Q3 		$10.2K Sell
137
-26
-16% -$2.12K ﹤0.01% 1405
2023
Q2 		$13.8K Buy
163
+4
+3% +$329 ﹤0.01% 1276
2023
Q1 		$12.5K Sell
159
-3
-2% -$231 ﹤0.01% 1308
2022
Q4 		$11.9K Buy
162
+85
+110% +$5.49K ﹤0.01% 1347
2022
Q3 		$4K Buy
77
+19
+33% +$1.18K ﹤0.01% 1775
2022
Q2 		$4K Buy
58
+12
+26% +$811 ﹤0.01% 1663
2022
Q1 		$3K Buy
46
+11
+31% +$842 ﹤0.01% 1845
2021
Q4 		$3K Sell
35
-12
-26% -$981 ﹤0.01% 1675
2021
Q3 		$4K Hold
47
– – ﹤0.01% 1320
2021
Q2 		$4K Hold
47
– – ﹤0.01% 1372
2021
Q1 		$4K Buy
47
+12
+34% +$981 ﹤0.01% 1339
2020
Q4 		$3K Hold
35
– – ﹤0.01% 1350
2020
Q3 		$2K Hold
35
– – ﹤0.01% 1408
2020
Q2 		$2K Buy
+35
New +$2.35K ﹤0.01% 1407

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lindbrook Capital's MMS Position: Q1 2025 in Review

Lindbrook Capital increased its Maximus (MMS) stake by 527% in Q1 2025, buying an estimated $49.2K and bringing the position to 822 shares worth $56.1K. The position accounts for 0.01% of the portfolio, ranked #949.

Lindbrook Capital first reported a position in MMS in Q2 2020 and has held it in 20 quarters since. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • Lindbrook Capital held 822 shares of Maximus worth $56.1K as of Q1 2025.
  • Lindbrook Capital bought 691 Maximus shares in Q1 2025, an estimated $49.2K.
  • Maximus made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #949 holding.
  • Lindbrook Capital first reported a position in Maximus in Q2 2020 and has held it in 20 quarters since.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.