Resources Management Corp’s Maximus MMS Stock Holding History

Resources Management Corp’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 Q3	–	Sell	-50	Closed	-$4K	–	443
2023 Q2	$4K	Sell	50 -1,050	-95%	-$86.4K	﹤0.01%	404
2023 Q1	$228K	Buy	1,100 +1,050	+2,100%	+$80.9K	0.04%	211
2022 Q4	$4K	Sell	50 -500	-91%	-$32.3K	﹤0.01%	414
2022 Q3	$32K	Sell	550 -170	-24%	-$10.6K	0.01%	328
2022 Q2	$45K	Hold	720	–	–	0.01%	306
2022 Q1	$54K	Hold	720	–	–	0.01%	306
2021 Q4	$57K	Sell	720 -37	-5%	-$3.02K	0.01%	313
2021 Q3	$63K	Hold	757	–	–	0.01%	301
2021 Q2	$67K	Hold	757	–	–	0.01%	304
2021 Q1	$67K	Hold	757	–	–	0.01%	297
2020 Q4	$55K	Sell	757 -40	-5%	-$2.84K	0.01%	302
2020 Q3	$55K	Sell	797 -48	-6%	-$3.53K	0.01%	287
2020 Q2	$60K	Hold	845	–	–	0.01%	284
2020 Q1	$49K	Hold	845	–	–	0.01%	290
2019 Q4	$63K	Hold	845	–	–	0.01%	282
2019 Q3	$65K	Buy	+845	New	+$64.1K	0.01%	282
2018 Q4	$55K	Hold	857	–	–	0.01%	274
2018 Q3	$55K	Buy	+857	New	+$55.6K	0.01%	272

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Resources Management Corp's MMS Position: Q3 2023 in Review

Resources Management Corp sold out of Maximus (MMS) in Q3 2023, closing a stake of 50 shares — an estimated $4K sold.

Resources Management Corp first reported a position in MMS in Q3 2018 and held it in 18 quarters. The position peaked at $228K in Q1 2023. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

Resources Management Corp reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
Resources Management Corp sold 50 Maximus shares in Q3 2023, an estimated $4K.
Resources Management Corp first reported a position in Maximus in Q3 2018 and held it in 18 quarters.
Resources Management Corp's Maximus position peaked at $228K in Q1 2023.
322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Resources Management Corp's 13F filing for Q3 2023, filed 16 Nov 2023.