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Raymond James & Associates’s Maximus MMS Stock Holding History

Raymond James & Associates’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
Q3 		$1.48M Buy
15,842
+1,326
+9% +$119K ﹤0.01% 2431
2024
Q2 		$1.24M Buy
14,516
+1,275
+10% +$107K ﹤0.01% 2477
2024
Q1 		$1.11M Sell
13,241
-1,215
-8% -$99.9K ﹤0.01% 2529
2023
Q4 		$1.21M Sell
14,456
-1,654
-10% -$132K ﹤0.01% 2410
2023
Q3 		$1.2M Sell
16,110
-3,198
-17% -$260K ﹤0.01% 2344
2023
Q2 		$1.63M Sell
19,308
-6,434
-25% -$529K ﹤0.01% 2182
2023
Q1 		$2.03M Sell
25,742
-13,458
-34% -$1.04M ﹤0.01% 2021
2022
Q4 		$2.87M Buy
39,200
+9,870
+34% +$637K ﹤0.01% 1770
2022
Q3 		$1.7M Buy
29,330
+4,833
+20% +$301K ﹤0.01% 2072
2022
Q2 		$1.53M Sell
24,497
-114,758
-82% -$7.76M ﹤0.01% 2180
2022
Q1 		$10.4M Buy
139,255
+80,354
+136% +$6.15M 0.01% 1046
2021
Q4 		$4.69M Sell
58,901
-56,755
-49% -$4.64M ﹤0.01% 1593
2021
Q3 		$9.62M Sell
115,656
-119,144
-51% -$10.2M 0.01% 1075
2021
Q2 		$20.7M Sell
234,800
-20,282
-8% -$1.86M 0.02% 700
2021
Q1 		$22.7M Buy
255,082
+131,390
+106% +$10.7M 0.02% 610
2020
Q4 		$9.05M Buy
123,692
+111,797
+940% +$7.93M 0.01% 1012
2020
Q3 		$814K Buy
11,895
+7,374
+163% +$542K ﹤0.01% 2304
2020
Q2 		$319K Buy
4,521
+1,055
+30% +$70.9K ﹤0.01% 2882
2020
Q1 		$202K Sell
3,466
-282
-8% -$19.1K ﹤0.01% 3039
2019
Q4 		$279K Buy
+3,748
New +$282K ﹤0.01% 3124
2016
Q3 		– Sell
-4,312
Closed -$239K – 3264
2016
Q2 		$239K Sell
4,312
-6,522
-60% -$352K ﹤0.01% 2545
2016
Q1 		$570K Buy
10,834
+720
+7% +$36.7K ﹤0.01% 1979
2015
Q4 		$569K Sell
10,114
-2,178
-18% -$131K ﹤0.01% 1921
2015
Q3 		$732K Buy
+12,292
New +$781K ﹤0.01% 1758
2014
Q3 		– Sell
-25,585
Closed -$1.1M – 2204
2014
Q2 		$1.1M Sell
25,585
-4,049
-14% -$174K 0.01% 1437
2014
Q1 		$1.33M Sell
29,634
-26,114
-47% -$1.18M 0.01% 1252
2013
Q4 		$2.45M Buy
55,748
+45,298
+433% +$2.09M 0.02% 837
2013
Q3 		$471K Buy
+10,450
New +$404K ﹤0.01% 1626

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Raymond James & Associates's MMS Position: Q3 2024 in Review

Raymond James & Associates increased its Maximus (MMS) stake by 9.1% in Q3 2024, buying an estimated $119K and bringing the position to 15,842 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Raymond James & Associates first reported a position in MMS in Q3 2013 and has held it in 28 quarters since. The position peaked at $22.7M in Q1 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Raymond James & Associates held 15,842 shares of Maximus worth $1.48M as of Q3 2024.
  • Raymond James & Associates bought 1,326 Maximus shares in Q3 2024, an estimated $119K.
  • Maximus made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2431 holding.
  • Raymond James & Associates first reported a position in Maximus in Q3 2013 and has held it in 28 quarters since.
  • Raymond James & Associates's Maximus position peaked at $22.7M in Q1 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.