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Loring Wolcott & Coolidge Fiduciary Advisors’s Maximus MMS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q4 		– Sell
-28
Closed -$2K – 754
2021
Q3 		$2K Hold
28
– – ﹤0.01% 711
2021
Q2 		$2K Buy
+28
New +$2.56K ﹤0.01% 870
2017
Q4 		– Sell
-25
Closed -$2K – 825
2017
Q3 		$2K Buy
+25
New +$1.53K ﹤0.01% 655

Other funds holding MMS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MMS Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Maximus (MMS) in Q4 2021, closing a stake of 28 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MMS in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 348 funds tracked by Wall St. Rank hold MMS as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Maximus position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 28 Maximus shares in Q4 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Maximus in Q3 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Maximus position peaked at $2K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Maximus as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.