McDonald Partners’s Maximus MMS Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-17	Closed	-$1.35K	–	550
2021 Q4	$1.35K	Buy	+17	New	+$1.39K	﹤0.01%	412

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McDonald Partners's MMS Position: Q1 2022 in Review

McDonald Partners sold out of Maximus (MMS) in Q1 2022, closing a stake of 17 shares — an estimated $1.35K sold.

McDonald Partners first reported a position in MMS in Q4 2021 and held it in 1 quarter. The position peaked at $1.35K in Q4 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q1 2022.

McDonald Partners reported no remaining Maximus position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 17 Maximus shares in Q1 2022, an estimated $1.35K.
McDonald Partners first reported a position in Maximus in Q4 2021 and held it in 1 quarter.
McDonald Partners's Maximus position peaked at $1.35K in Q4 2021.
321 funds tracked by Wall St. Rank held Maximus as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.