Logan Capital Management’s Maximus MMS Stock Holding History

Logan Capital Management’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 Q3	$731	Hold
2025 Q2	$562	Hold
2025 Q1	$546	Hold
2024 Q4	$597	Buy
2022 Q3	–	Sell
2022 Q2	$3K	Hold
2022 Q1	$4K	Hold
2021 Q4	$4K	Buy