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Schubert & Co’s Maximus MMS Stock Holding History

Schubert & Co’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
Q2 		– Sell
-31
Closed -$2.44K – 931
2023
Q1 		$2.44K Buy
31
+8
+35% +$616 ﹤0.01% 805
2022
Q4 		$1.69K Sell
23
-6
-21% -$387 ﹤0.01% 954
2022
Q3 		$2K Buy
29
+10
+53% +$623 ﹤0.01% 856
2022
Q2 		$1K Buy
19
+5
+36% +$338 ﹤0.01% 1193
2022
Q1 		$1K Buy
14
+3
+27% +$230 ﹤0.01% 800
2021
Q4 		$1K Buy
+11
New +$899 ﹤0.01% 751

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Schubert & Co's MMS Position: Q2 2023 in Review

Schubert & Co sold out of Maximus (MMS) in Q2 2023, closing a stake of 31 shares — an estimated $2.44K sold.

Schubert & Co first reported a position in MMS in Q4 2021 and held it in 6 quarters. The position peaked at $2.44K in Q1 2023. 303 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • Schubert & Co reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 31 Maximus shares in Q2 2023, an estimated $2.44K.
  • Schubert & Co first reported a position in Maximus in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Maximus position peaked at $2.44K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.