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Sageworth Trust’s Maximus MMS Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-229
Closed -$18K – 608
2021
Q4 		$18K Sell
229
-769
-77% -$62.9K ﹤0.01% 198
2021
Q3 		$83K Hold
998
– – 0.01% 132
2021
Q2 		$88K Buy
998
+120
+14% +$11K 0.01% 166
2021
Q1 		$78K Buy
+878
New +$71.8K 0.01% 143

Other funds holding MMS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's MMS Position: Q1 2022 in Review

Sageworth Trust sold out of Maximus (MMS) in Q1 2022, closing a stake of 229 shares — an estimated $18K sold.

Sageworth Trust first reported a position in MMS in Q1 2021 and held it in 4 quarters. The position peaked at $88K in Q2 2021. 321 funds tracked by Wall St. Rank hold MMS as of Q1 2022.

  • Sageworth Trust reported no remaining Maximus position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 229 Maximus shares in Q1 2022, an estimated $18K.
  • Sageworth Trust first reported a position in Maximus in Q1 2021 and held it in 4 quarters.
  • Sageworth Trust's Maximus position peaked at $88K in Q2 2021.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.