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Next Financial Group’s Maximus MMS Stock Holding History

Next Financial Group’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
2021
Q4 		$8K Buy
95
+20
+27% +$1.64K ﹤0.01% 2272
2021
Q3 		$6K Buy
75
+49
+188% +$4.2K ﹤0.01% 2201
2021
Q2 		$2K Hold
26
– – ﹤0.01% 2426
2021
Q1 		$2K Sell
26
-126
-83% -$10.3K ﹤0.01% 2319
2020
Q4 		$11K Buy
+152
New +$10.8K ﹤0.01% 1754
2019
Q2 		– Sell
-31
Closed -$2K – 2350
2019
Q1 		$2K Buy
+31
New +$2.17K ﹤0.01% 1468

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's MMS Position: Q4 2021 in Review

Next Financial Group increased its Maximus (MMS) stake by 27% in Q4 2021, buying an estimated $1.64K and bringing the position to 95 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Next Financial Group first reported a position in MMS in Q1 2019 and has held it in 6 quarters since. The position peaked at $11K in Q4 2020. 348 funds tracked by Wall St. Rank hold MMS as of Q4 2021.

  • Next Financial Group held 95 shares of Maximus worth $8K as of Q4 2021.
  • Next Financial Group bought 20 Maximus shares in Q4 2021, an estimated $1.64K.
  • Maximus made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2272 holding.
  • Next Financial Group first reported a position in Maximus in Q1 2019 and has held it in 6 quarters since.
  • Next Financial Group's Maximus position peaked at $11K in Q4 2020.
  • 348 funds tracked by Wall St. Rank held Maximus as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.