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Sageworth Trust Company of South Dakota’s Maximus MMS Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-136
Closed -$9K – 480
2022
Q2 		$9K Sell
136
-375
-73% -$25.4K 0.02% 161
2022
Q1 		$38K Sell
511
-246
-32% -$18.8K 0.07% 70
2021
Q4 		$60K Buy
+757
New +$61.9K 0.09% 89

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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, United Kingdom $209B AUM 37.72% 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust Company of South Dakota's MMS Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Maximus (MMS) in Q3 2022, closing a stake of 136 shares — an estimated $9K sold.

Sageworth Trust Company of South Dakota first reported a position in MMS in Q4 2021 and held it in 3 quarters. The position peaked at $60K in Q4 2021. 297 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Maximus position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 136 Maximus shares in Q3 2022, an estimated $9K.
  • Sageworth Trust Company of South Dakota first reported a position in Maximus in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Maximus position peaked at $60K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.