Plante Moran Financial Advisors’s Maximus MMS Stock Holding History

Plante Moran Financial Advisors’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
2021 Q2	–	Sell	-50	Closed	-$4K	–	1040
2021 Q1	$4K	Buy	+50	New	+$4.09K	﹤0.01%	816
2015 Q1	–	Sell	-1,116	Closed	-$61K	–	766
2014 Q4	$61K	Buy	1,116 +1	+0.1%	+$49	0.04%	248
2014 Q3	$45K	Buy	1,115 +1	+0.1%	+$41	0.04%	272
2014 Q2	$48K	Buy	1,114 +1	+0.1%	+$43	0.04%	239
2014 Q1	$50K	Sell	1,113 -1,111	-50%	-$50.2K	0.05%	171
2013 Q4	$98K	Buy	2,224 +22	+1%	+$1.01K	0.06%	156
2013 Q3	$99K	Buy	2,202 +26	+1%	+$1.01K	0.06%	114
2013 Q2	$81K	Buy	+2,176	New	+$83.2K	0.06%	121

Other funds holding MMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Mackenzie Financial

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

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Janus Henderson Group

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return