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Oberweis Asset Management’s Maximus MMS Stock Holding History

Oberweis Asset 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
2024
Q4 		– Sell
-106,800
Closed -$9.95M – 223
2024
Q3 		$9.95M Sell
106,800
-3,800
-3% -$340K 0.51% 73
2024
Q2 		$9.48M Buy
110,600
+20,900
+23% +$1.76M 0.58% 63
2024
Q1 		$7.53M Buy
89,700
+29,300
+49% +$2.41M 0.54% 72
2023
Q4 		$5.07M Buy
60,400
+5,200
+9% +$415K 0.47% 82
2023
Q3 		$4.12M Buy
55,200
+7,400
+15% +$602K 0.44% 88
2023
Q2 		$4.04M Buy
47,800
+7,000
+17% +$576K 0.49% 76
2023
Q1 		$3.21M Buy
+40,800
New +$3.14M 0.5% 55
2015
Q2 		– Sell
-10,000
Closed -$668K – 176
2015
Q1 		$668K Sell
10,000
-29,300
-75% -$1.74M 0.19% 62
2014
Q4 		$2.15M Sell
39,300
-2,000
-5% -$97.2K 0.64% 38
2014
Q3 		$1.66M Sell
41,300
-128,520
-76% -$5.32M 0.45% 44
2014
Q2 		$7.31M Buy
169,820
+106,835
+170% +$4.59M 1.8% 21
2014
Q1 		$2.83M Buy
62,985
+36,385
+137% +$1.64M 0.59% 42
2013
Q4 		$1.17M Buy
26,600
+2,400
+10% +$111K 0.28% 69
2013
Q3 		$1.09M Sell
24,200
-5,800
-19% -$224K 0.31% 58
2013
Q2 		$1.12M Buy
+30,000
New +$1.15M 0.32% 66

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

Oberweis Asset Management's MMS Position: Q4 2024 in Review

Oberweis Asset Management sold out of Maximus (MMS) in Q4 2024, closing a stake of 106,800 shares — an estimated $9.95M sold.

Oberweis Asset Management first reported a position in MMS in Q2 2013 and held it in 15 quarters. The position peaked at $9.95M in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Oberweis Asset Management reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Oberweis Asset Management sold 106,800 Maximus shares in Q4 2024, an estimated $9.95M.
  • Oberweis Asset Management first reported a position in Maximus in Q2 2013 and held it in 15 quarters.
  • Oberweis Asset Management's Maximus position peaked at $9.95M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Oberweis Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.