Princeton Global Asset Management’s Maximus MMS Stock Holding History

Princeton Global 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	-93	Closed	-$8.66K	–	671
2024 Q3	$8.66K	Hold	93	–	–	﹤0.01%	508
2024 Q2	$7.97K	Hold	93	–	–	﹤0.01%	482
2024 Q1	$7.8K	Hold	93	–	–	﹤0.01%	453
2023 Q4	$7.8K	Hold	93	–	–	﹤0.01%	461
2023 Q3	$6.95K	Hold	93	–	–	﹤0.01%	442
2023 Q2	$7.86K	Hold	93	–	–	﹤0.01%	432
2023 Q1	$7.32K	Hold	93	–	–	﹤0.01%	438
2022 Q4	$7K	Hold	93	–	–	﹤0.01%	434
2022 Q3	$5K	Hold	93	–	–	﹤0.01%	454
2022 Q2	$6K	Hold	93	–	–	﹤0.01%	454
2022 Q1	$7K	Buy	+93	New	+$7.12K	﹤0.01%	480

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Princeton Global Asset Management's MMS Position: Q4 2024 in Review

Princeton Global Asset Management sold out of Maximus (MMS) in Q4 2024, closing a stake of 93 shares — an estimated $8.66K sold.

Princeton Global Asset Management first reported a position in MMS in Q1 2022 and held it in 11 quarters. The position peaked at $8.66K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

Princeton Global Asset Management reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
Princeton Global Asset Management sold 93 Maximus shares in Q4 2024, an estimated $8.66K.
Princeton Global Asset Management first reported a position in Maximus in Q1 2022 and held it in 11 quarters.
Princeton Global Asset Management's Maximus position peaked at $8.66K in Q3 2024.
353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.