Marshall Wace North America’s Maximus MMS Stock Holding History

Marshall Wace North America’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
2020 Q4	–	Sell	-3,619	Closed	-$248K	–	1471
2020 Q3	$248K	Buy	+3,619	New	+$266K	﹤0.01%	1102
2019 Q4	–	Sell	-27,053	Closed	-$2.09M	–	1474
2019 Q3	$2.09M	Buy	+27,053	New	+$2.05M	0.01%	539
2019 Q2	–	Sell	-1,671	Closed	-$119K	–	1426
2019 Q1	$119K	Buy	+1,671	New	+$117K	﹤0.01%	1085
2018 Q3	–	Sell	-175,839	Closed	-$10.9M	–	1198
2018 Q2	$10.9M	Buy	175,839 +148,226	+537%	+$9.61M	0.06%	318
2018 Q1	$1.84M	Buy	+27,613	New	+$1.88M	0.01%	831
2017 Q3	–	Sell	-19,046	Closed	-$1.2M	–	1416
2017 Q2	$1.2M	Buy	+19,046	New	+$1.18M	0.01%	887
2013 Q4	$11.6M	Buy	263,564 +103,054	+64%	+$4.75M	0.25%	100
2013 Q3	$7.23M	Sell	160,510 -88,964	-36%	-$3.44M	0.22%	119
2013 Q2	$9.29M	Buy	+249,474	New	+$9.54M	0.73%	39

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Marshall Wace North America's MMS Position: Q4 2020 in Review

Marshall Wace North America sold out of Maximus (MMS) in Q4 2020, closing a stake of 3,619 shares — an estimated $248K sold.

Marshall Wace North America first reported a position in MMS in Q2 2013 and held it in 9 quarters. The position peaked at $11.6M in Q4 2013. 321 funds tracked by Wall St. Rank hold MMS as of Q4 2020.

Marshall Wace North America reported no remaining Maximus position as of Q4 2020 after selling out during the quarter.
Marshall Wace North America sold 3,619 Maximus shares in Q4 2020, an estimated $248K.
Marshall Wace North America first reported a position in Maximus in Q2 2013 and held it in 9 quarters.
Marshall Wace North America's Maximus position peaked at $11.6M in Q4 2013.
321 funds tracked by Wall St. Rank held Maximus as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.