Neo Ivy Capital Management’s Maximus MMS Stock Holding History

Neo Ivy Capital 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
2026 Q1	$250K	Buy	+3,899	New	+$317K	0.07%	261
2025 Q4	–	Sell	-5,274	Closed	-$482K	–	465
2025 Q3	$482K	Buy	+5,274	New	+$427K	0.12%	236
2025 Q2	–	Sell	-6,342	Closed	-$432K	–	428
2025 Q1	$432K	Buy	+6,342	New	+$452K	0.14%	202
2019 Q1	–	Sell	-8,637	Closed	-$562K	–	363
2018 Q4	$562K	Buy	+8,637	New	+$568K	0.44%	96

Other funds holding MMS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial

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

Geode Capital Management

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

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