Psagot Value Holdings’s Maximus MMS Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-4,460	Closed	-$376K	–	361
2023 Q4	$376K	Hold	4,460	–	–	0.16%	108
2023 Q3	$334K	Hold	4,460	–	–	0.17%	103
2023 Q2	$375K	Hold	4,460	–	–	0.19%	98
2023 Q1	$341K	Hold	4,460	–	–	0.14%	120
2022 Q4	$327K	Hold	4,460	–	–	0.1%	135
2022 Q3	$258K	Sell	4,460 -350	-7%	-$21.8K	0.07%	156
2022 Q2	$301K	Hold	4,810	–	–	0.07%	161
2022 Q1	$361K	Hold	4,810	–	–	0.08%	154
2021 Q4	$383K	Hold	4,810	–	–	0.07%	170
2021 Q3	$400K	Hold	4,810	–	–	0.07%	197
2021 Q2	$423K	Buy	+4,810	New	+$441K	0.02%	230

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

Psagot Value Holdings's MMS Position: Q1 2024 in Review

Psagot Value Holdings sold out of Maximus (MMS) in Q1 2024, closing a stake of 4,460 shares — an estimated $376K sold.

Psagot Value Holdings first reported a position in MMS in Q2 2021 and held it in 11 quarters. The position peaked at $423K in Q2 2021. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

Psagot Value Holdings reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 4,460 Maximus shares in Q1 2024, an estimated $376K.
Psagot Value Holdings first reported a position in Maximus in Q2 2021 and held it in 11 quarters.
Psagot Value Holdings's Maximus position peaked at $423K in Q2 2021.
351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.