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Moody Aldrich Partners’s Maximus MMS Stock Holding History

Moody Aldrich 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
2018
Q2 		– Sell
-26,768
Closed -$1.79M – 105
2018
Q1 		$1.79M Buy
26,768
+5,857
+28% +$398K 1.15% 42
2017
Q4 		$1.5M Buy
20,911
+3,968
+23% +$267K 1.21% 35
2017
Q3 		$1.09M Buy
16,943
+1,928
+13% +$118K 1.12% 41
2017
Q2 		$940K Buy
15,015
+3,580
+31% +$222K 1.17% 34
2017
Q1 		$711K Sell
11,435
-18,885
-62% -$1.11M 1.22% 29
2016
Q4 		$1.69M Sell
30,320
-18,900
-38% -$1.03M 1.09% 40
2016
Q3 		$2.78M Buy
49,220
+4,670
+10% +$272K 1.94% 9
2016
Q2 		$2.47M Buy
44,550
+29,745
+201% +$1.6M 2.04% 7
2016
Q1 		$779K Buy
+14,805
New +$755K 1.64% 16

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return