Northwest Investment Counselors’s Maximus MMS Stock Holding History

Northwest Investment Counselors’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 Q3	$11.5K	Buy	+123	New	+$11K	﹤0.01%	408
2024 Q2	–	Sell	-123	Closed	-$10.3K	–	370
2024 Q1	$10.3K	Buy	+123	New	+$10.1K	﹤0.01%	371
2023 Q4	–	Sell	-123	Closed	-$9.19K	–	379
2023 Q3	$9.19K	Hold	123	–	–	﹤0.01%	392
2023 Q2	$10.4K	Hold	123	–	–	﹤0.01%	385
2023 Q1	$9.68K	Hold	123	–	–	﹤0.01%	401
2022 Q4	$9.02K	Hold	123	–	–	﹤0.01%	410
2022 Q3	$7K	Hold	123	–	–	﹤0.01%	405
2022 Q2	$8K	Hold	123	–	–	﹤0.01%	387
2022 Q1	$9K	Hold	123	–	–	﹤0.01%	407
2021 Q4	$10K	Buy	+123	New	+$10.1K	﹤0.01%	361
2021 Q2	–	Sell	-123	Closed	-$11K	–	321
2021 Q1	$11K	Buy	+123	New	+$10.1K	﹤0.01%	357
2020 Q4	–	Sell	-123	Closed	-$8K	–	320
2020 Q3	$8K	Buy	+123	New	+$9.05K	﹤0.01%	347
2019 Q4	–	Sell	-123	Closed	-$10K	–	366
2019 Q3	$10K	Buy	+123	New	+$9.34K	﹤0.01%	352

Other funds holding MMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Northwest Investment Counselors's MMS Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Maximus (MMS) in Q3 2024: 123 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in MMS as recently as Q1 2024.

Northwest Investment Counselors first reported a position in MMS in Q3 2019 and has held it in 13 quarters since. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

Northwest Investment Counselors held 123 shares of Maximus worth $11.5K as of Q3 2024.
Maximus was a new Northwest Investment Counselors position in Q3 2024.
Maximus made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #408 holding.
Northwest Investment Counselors first reported a position in Maximus in Q3 2019 and has held it in 13 quarters since.
371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.