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Roffman Miller Associates’s Maximus MMS Stock Holding History

Roffman Miller 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
2023
Q3 		– Sell
-210
Closed -$17.7K – 123
2023
Q2 		$17.7K Buy
+210
New +$17.3K ﹤0.01% 100

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

Roffman Miller Associates's MMS Position: Q3 2023 in Review

Roffman Miller Associates sold out of Maximus (MMS) in Q3 2023, closing a stake of 210 shares — an estimated $17.7K sold.

Roffman Miller Associates first reported a position in MMS in Q2 2023 and held it in 1 quarter. The position peaked at $17.7K in Q2 2023. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Roffman Miller Associates reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 210 Maximus shares in Q3 2023, an estimated $17.7K.
  • Roffman Miller Associates first reported a position in Maximus in Q2 2023 and held it in 1 quarter.
  • Roffman Miller Associates's Maximus position peaked at $17.7K in Q2 2023.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.