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Montag & Associates’s Maximus MMS Stock Holding History

Montag & Associates’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
2024
Q4 		– Sell
-10
Closed -$932 – 1021
2024
Q3 		$932 Sell
10
-3
-23% -$268 ﹤0.01% 986
2024
Q2 		$1.11K Hold
13
– – ﹤0.01% 922
2024
Q1 		$1.09K Buy
+13
New +$1.07K ﹤0.01% 919
2021
Q2 		– Sell
-2,200
Closed -$196K – 878
2021
Q1 		$196K Hold
2,200
– – 0.01% 387
2020
Q4 		$161K Buy
+2,200
New +$156K 0.01% 389

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Montag & Associates's MMS Position: Q4 2024 in Review

Montag & Associates sold out of Maximus (MMS) in Q4 2024, closing a stake of 10 shares — an estimated $932 sold.

Montag & Associates first reported a position in MMS in Q4 2020 and held it in 5 quarters. The position peaked at $196K in Q1 2021. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Montag & Associates reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Montag & Associates sold 10 Maximus shares in Q4 2024, an estimated $932.
  • Montag & Associates first reported a position in Maximus in Q4 2020 and held it in 5 quarters.
  • Montag & Associates's Maximus position peaked at $196K in Q1 2021.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Montag & Associates's 13F filing for Q4 2024, filed 30 Jan 2025.