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Okabena Investment Services’s Maximus MMS Stock Holding History

Okabena Investment Services’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
2023
Q4 		– Sell
-115
Closed -$8.59K – 127
2023
Q3 		$8.59K Hold
115
– – 0.01% 90
2023
Q2 		$9.72K Hold
115
– – 0.01% 136
2023
Q1 		$9.05K Hold
115
– – 0.01% 103
2022
Q4 		$8.43K Hold
115
– – 0.01% 148
2022
Q3 		$7K Hold
115
– – ﹤0.01% 154
2022
Q2 		$7K Sell
115
-972
-89% -$65.7K ﹤0.01% 157
2022
Q1 		$81K Hold
1,087
– – 0.03% 119
2021
Q4 		$87K Buy
+1,087
New +$88.8K 0.03% 133

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Okabena Investment Services's MMS Position: Q4 2023 in Review

Okabena Investment Services sold out of Maximus (MMS) in Q4 2023, closing a stake of 115 shares — an estimated $8.59K sold.

Okabena Investment Services first reported a position in MMS in Q4 2021 and held it in 8 quarters. The position peaked at $87K in Q4 2021. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Okabena Investment Services reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 115 Maximus shares in Q4 2023, an estimated $8.59K.
  • Okabena Investment Services first reported a position in Maximus in Q4 2021 and held it in 8 quarters.
  • Okabena Investment Services's Maximus position peaked at $87K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.