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Putnam Investments’s Maximus MMS Stock Holding History

Putnam Investments’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 		$14.7M Buy
175,041
+9,568
+6% +$763K 0.02% 269
2023
Q3 		$12.4M Buy
165,473
+38,557
+30% +$3.14M 0.02% 277
2023
Q2 		$10.7M Buy
+126,916
New +$10.4M 0.02% 295
2018
Q2 		– Sell
-37,420
Closed -$2.5M – 1141
2018
Q1 		$2.5M Hold
37,420
– – 0.01% 658
2017
Q4 		$2.68M Hold
37,420
– – 0.01% 690
2017
Q3 		$2.41M Hold
37,420
– – 0.01% 709
2017
Q2 		$2.34M Buy
+37,420
New +$2.32M 0.01% 744
2016
Q2 		– Sell
-30,994
Closed -$1.63M – 1388
2016
Q1 		$1.63M Buy
30,994
+645
+2% +$32.9K ﹤0.01% 998
2015
Q4 		$1.71M Sell
30,349
-775
-2% -$46.7K ﹤0.01% 1018
2015
Q3 		$1.85M Buy
31,124
+798
+3% +$50.7K ﹤0.01% 1013
2015
Q2 		$1.99M Sell
30,326
-233
-0.8% -$15.2K ﹤0.01% 1067
2015
Q1 		$2.04M Sell
30,559
-724
-2% -$43K ﹤0.01% 1046
2014
Q4 		$1.72M Sell
31,283
-175
-0.6% -$8.51K ﹤0.01% 1074
2014
Q3 		$1.26M Buy
31,458
+570
+2% +$23.6K ﹤0.01% 1159
2014
Q2 		$1.33M Buy
30,888
+50
+0.2% +$2.15K ﹤0.01% 1128
2014
Q1 		$1.38M Sell
30,838
-7,540
-20% -$341K ﹤0.01% 1133
2013
Q4 		$1.69M Sell
38,378
-506
-1% -$23.3K ﹤0.01% 1086
2013
Q3 		$1.75M Sell
38,884
-45,504
-54% -$1.76M ﹤0.01% 1095
2013
Q2 		$1.57M Buy
+84,388
New +$3.23M ﹤0.01% 1113

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

Putnam Investments's MMS Position: Q4 2023 in Review

Putnam Investments increased its Maximus (MMS) stake by 5.8% in Q4 2023, buying an estimated $763K and bringing the position to 175,041 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #269.

Putnam Investments first reported a position in MMS in Q2 2013 and has held it in 19 quarters since. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Putnam Investments held 175,041 shares of Maximus worth $14.7M as of Q4 2023.
  • Putnam Investments bought 9,568 Maximus shares in Q4 2023, an estimated $763K.
  • Maximus made up 0.02% of Putnam Investments's portfolio in Q4 2023, its #269 holding.
  • Putnam Investments first reported a position in Maximus in Q2 2013 and has held it in 19 quarters since.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.