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Oak Ridge Investments’s Maximus MMS Stock Holding History

Oak Ridge Investments’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
2022
Q3 		– Sell
-64,894
Closed -$4.06M – 155
2022
Q2 		$4.06M Sell
64,894
-5,032
-7% -$340K 0.59% 53
2022
Q1 		$5.24M Sell
69,926
-21,277
-23% -$1.63M 0.58% 54
2021
Q4 		$7.27M Sell
91,203
-17,125
-16% -$1.4M 0.61% 58
2021
Q3 		$9.01M Sell
108,328
-4,705
-4% -$403K 0.79% 40
2021
Q2 		$9.94M Sell
113,033
-1,197
-1% -$110K 0.87% 33
2021
Q1 		$10.2M Buy
+114,230
New +$9.34M 0.95% 26
2018
Q1 		– Sell
-448,021
Closed -$32.1M – 168
2017
Q4 		$32.1M Sell
448,021
-123,150
-22% -$8.29M 1.53% 17
2017
Q3 		$36.8M Sell
571,171
-584,747
-51% -$35.8M 1.5% 19
2017
Q2 		$72.4M Buy
1,155,918
+6,277
+0.5% +$390K 2.31% 2
2017
Q1 		$71.5M Sell
1,149,641
-137,690
-11% -$8.09M 2.4% 3
2016
Q4 		$71.8M Sell
1,287,331
-290,530
-18% -$15.8M 2.33% 5
2016
Q3 		$89.2M Sell
1,577,861
-138,179
-8% -$8.04M 2.32% 7
2016
Q2 		$95M Buy
1,716,040
+146,958
+9% +$7.92M 2.44% 7
2016
Q1 		$82.6M Buy
1,569,082
+16,410
+1% +$837K 2.08% 11
2015
Q4 		$87.3M Sell
1,552,672
-3,005
-0.2% -$181K 2.09% 10
2015
Q3 		$92.7M Buy
1,555,677
+234,401
+18% +$14.9M 2.21% 8
2015
Q2 		$86.8M Buy
1,321,276
+111,104
+9% +$7.27M 1.84% 14
2015
Q1 		$82.9M Buy
1,210,172
+49,462
+4% +$2.94M 1.86% 12
2014
Q4 		$64.1M Sell
1,160,710
-7,710
-0.7% -$375K 1.53% 22
2014
Q3 		$46.9M Sell
1,168,420
-17,262
-1% -$714K 1.22% 30
2014
Q2 		$51M Buy
1,185,682
+25,020
+2% +$1.08M 1.21% 30
2014
Q1 		$52.1M Buy
1,160,662
+37,477
+3% +$1.69M 1.31% 29
2013
Q4 		$49.4M Sell
1,123,185
-4,291
-0.4% -$198K 1.29% 32
2013
Q3 		$50.8M Buy
+1,127,476
New +$43.6M 1.4% 27

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Ridge Investments's MMS Position: Q3 2022 in Review

Oak Ridge Investments sold out of Maximus (MMS) in Q3 2022, closing a stake of 64,894 shares — an estimated $4.06M sold.

Oak Ridge Investments first reported a position in MMS in Q3 2013 and held it in 24 quarters. The position peaked at $95M in Q2 2016. 297 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Oak Ridge Investments reported no remaining Maximus position as of Q3 2022 after selling out during the quarter.
  • Oak Ridge Investments sold 64,894 Maximus shares in Q3 2022, an estimated $4.06M.
  • Oak Ridge Investments first reported a position in Maximus in Q3 2013 and held it in 24 quarters.
  • Oak Ridge Investments's Maximus position peaked at $95M in Q2 2016.
  • 297 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Oak Ridge Investments's 13F filing for Q3 2022, filed 8 Nov 2022.