Pzena Investment Management

Pzena Investment Management’s Maximus MMS Stock Holding History

Pzena Investment 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
2022 Q2	–	Sell	-4,657	Closed	-$349K	–	175
2022 Q1	$349K	Buy	4,657 +24	+0.5%	+$1.84K	﹤0.01%	166
2021 Q4	$369K	Sell	4,633 -433	-9%	-$35.4K	﹤0.01%	163
2021 Q3	$421K	Hold	5,066	–	–	﹤0.01%	156
2021 Q2	$446K	Sell	5,066 -458	-8%	-$42K	﹤0.01%	154
2021 Q1	$492K	Sell	5,524 -1,553	-22%	-$127K	﹤0.01%	161
2020 Q4	$518K	Buy	7,077 +908	+15%	+$64.4K	﹤0.01%	160
2020 Q3	$422K	Buy	+6,169	New	+$454K	﹤0.01%	163
2020 Q2	–	Sell	-10,861	Closed	-$632K	–	175
2020 Q1	$632K	Buy	10,861 +8,028	+283%	+$545K	﹤0.01%	152
2019 Q4	$211K	Buy	+2,833	New	+$213K	﹤0.01%	172

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

Fidelity Investments

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

AllianceBernstein

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

Mackenzie Financial

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group

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

Geode Capital Management

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