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Meritage Portfolio Management’s Maximus MMS Stock Holding History

Meritage Portfolio 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
2020
Q1 		– Sell
-7,294
Closed -$543K – 224
2019
Q4 		$543K Sell
7,294
-55
-0.7% -$4.13K 0.05% 193
2019
Q3 		$568K Sell
7,349
-53,911
-88% -$4.09M 0.05% 187
2019
Q2 		$4.44M Sell
61,260
-19,037
-24% -$1.38M 0.45% 81
2019
Q1 		$5.7M Sell
80,297
-3,285
-4% -$230K 0.58% 55
2018
Q4 		$5.44M Sell
83,582
-2,349
-3% -$155K 0.62% 50
2018
Q3 		$5.59M Sell
85,931
-158
-0.2% -$10.3K 0.51% 80
2018
Q2 		$5.35M Sell
86,089
-2,891
-3% -$187K 0.52% 78
2018
Q1 		$5.94M Sell
88,980
-215
-0.2% -$14.6K 0.57% 62
2017
Q4 		$6.38M Sell
89,195
-1,430
-2% -$96.3K 0.61% 54
2017
Q3 		$5.84M Buy
90,625
+115
+0.1% +$7.05K 0.57% 67
2017
Q2 		$5.67M Sell
90,510
-610
-0.7% -$37.9K 0.58% 66
2017
Q1 		$5.67M Buy
+91,120
New +$5.36M 0.59% 63

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Meritage Portfolio Management's MMS Position: Q1 2020 in Review

Meritage Portfolio Management sold out of Maximus (MMS) in Q1 2020, closing a stake of 7,294 shares — an estimated $543K sold.

Meritage Portfolio Management first reported a position in MMS in Q1 2017 and held it in 12 quarters. The position peaked at $6.38M in Q4 2017. 306 funds tracked by Wall St. Rank hold MMS as of Q1 2020.

  • Meritage Portfolio Management reported no remaining Maximus position as of Q1 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 7,294 Maximus shares in Q1 2020, an estimated $543K.
  • Meritage Portfolio Management first reported a position in Maximus in Q1 2017 and held it in 12 quarters.
  • Meritage Portfolio Management's Maximus position peaked at $6.38M in Q4 2017.
  • 306 funds tracked by Wall St. Rank held Maximus as of Q1 2020.

Based on Meritage Portfolio Management's 13F filing for Q1 2020, filed 27 Apr 2020.