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Richard Pzena’s Maximus MMS Stock Holding History

Richard Pzena’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
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Pzena's MMS Position: Q2 2022 in Review

Richard Pzena sold out of Maximus (MMS) in Q2 2022, closing a stake of 4,657 shares — an estimated $349K sold.

Richard Pzena first reported a position in MMS in Q4 2019 and held it in 9 quarters. The position peaked at $632K in Q1 2020. 308 funds tracked by Wall St. Rank hold MMS as of Q2 2022.

  • Richard Pzena reported no remaining Maximus position as of Q2 2022 after selling out during the quarter.
  • Richard Pzena sold 4,657 Maximus shares in Q2 2022, an estimated $349K.
  • Richard Pzena first reported a position in Maximus in Q4 2019 and held it in 9 quarters.
  • Richard Pzena's Maximus position peaked at $632K in Q1 2020.
  • 308 funds tracked by Wall St. Rank held Maximus as of Q2 2022.

Based on Pzena Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.