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Phocas Financial Corp’s Maximus MMS Stock Holding History

Phocas Financial Corp’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
2020
Q4 		– Sell
-45,121
Closed -$3.09M – 199
2020
Q3 		$3.09M Buy
45,121
+1,369
+3% +$101K 0.53% 81
2020
Q2 		$3.08M Sell
43,752
-3,801
-8% -$256K 0.55% 81
2020
Q1 		$2.77M Sell
47,553
-4,212
-8% -$286K 0.56% 75
2019
Q4 		$3.85M Sell
51,765
-13,067
-20% -$982K 0.46% 88
2019
Q3 		$5.01M Sell
64,832
-174
-0.3% -$13.2K 0.53% 80
2019
Q2 		$4.72M Sell
65,006
-6,940
-10% -$504K 0.5% 84
2019
Q1 		$5.11M Sell
71,946
-721
-1% -$50.5K 0.51% 89
2018
Q4 		$4.73M Buy
+72,667
New +$4.78M 0.53% 88

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
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Phocas Financial Corp's MMS Position: Q4 2020 in Review

Phocas Financial Corp sold out of Maximus (MMS) in Q4 2020, closing a stake of 45,121 shares — an estimated $3.09M sold.

Phocas Financial Corp first reported a position in MMS in Q4 2018 and held it in 8 quarters. The position peaked at $5.11M in Q1 2019. 321 funds tracked by Wall St. Rank hold MMS as of Q4 2020.

  • Phocas Financial Corp reported no remaining Maximus position as of Q4 2020 after selling out during the quarter.
  • Phocas Financial Corp sold 45,121 Maximus shares in Q4 2020, an estimated $3.09M.
  • Phocas Financial Corp first reported a position in Maximus in Q4 2018 and held it in 8 quarters.
  • Phocas Financial Corp's Maximus position peaked at $5.11M in Q1 2019.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q4 2020.

Based on Phocas Financial Corp's 13F filing for Q4 2020, filed 16 Feb 2021.