LTAS
MMS icon

Linden Thomas Advisory Services’s Maximus MMS Stock Holding History

Linden Thomas Advisory 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
2023
Q3 		– Sell
-9,417
Closed -$796K – 409
2023
Q2 		$796K Buy
9,417
+315
+3% +$25.9K 0.18% 234
2023
Q1 		$716K Buy
9,102
+1,535
+20% +$118K 0.18% 226
2022
Q4 		$555K Buy
+7,567
New +$488K 0.16% 238

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Linden Thomas Advisory Services's MMS Position: Q3 2023 in Review

Linden Thomas Advisory Services sold out of Maximus (MMS) in Q3 2023, closing a stake of 9,417 shares — an estimated $796K sold.

Linden Thomas Advisory Services first reported a position in MMS in Q4 2022 and held it in 3 quarters. The position peaked at $796K in Q2 2023. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Linden Thomas Advisory Services reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 9,417 Maximus shares in Q3 2023, an estimated $796K.
  • Linden Thomas Advisory Services first reported a position in Maximus in Q4 2022 and held it in 3 quarters.
  • Linden Thomas Advisory Services's Maximus position peaked at $796K in Q2 2023.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2023, filed 20 Oct 2023.