Scott Investment Partners’s Maximus MMS Stock Holding History

Scott Investment Partners’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	$284K	Hold	3,800	–	–	0.65%	43
2023 Q2	$321K	Hold	3,800	–	–	0.72%	43
2023 Q1	$299K	Hold	3,800	–	–	0.69%	43
2022 Q4	$279K	Hold	3,800	–	–	0.67%	43
2022 Q3	$220K	Hold	3,800	–	–	0.59%	43
2022 Q2	$238K	Hold	3,800	–	–	0.16%	43
2022 Q1	$285K	Hold	3,800	–	–	0.17%	43
2021 Q4	$303K	Hold	3,800	–	–	0.19%	43
2021 Q3	$316K	Hold	3,800	–	–	0.22%	44
2021 Q2	$334K	Hold	3,800	–	–	0.23%	44
2021 Q1	$338K	Hold	3,800	–	–	0.25%	44
2020 Q4	$278K	Buy	+3,800	New	+$270K	0.22%	44

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Scott Investment Partners's MMS Position: Q3 2023 in Review

Scott Investment Partners held its Maximus (MMS) position steady in Q3 2023 at 3,800 shares worth $284K. The position accounts for 0.65% of the portfolio, ranked #43.

Scott Investment Partners first reported a position in MMS in Q4 2020 and has held it in 12 quarters since. The position peaked at $338K in Q1 2021. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

Scott Investment Partners held 3,800 shares of Maximus worth $284K as of Q3 2023.
Scott Investment Partners left its Maximus share count unchanged in Q3 2023.
Maximus made up 0.65% of Scott Investment Partners's portfolio in Q3 2023, its #43 holding.
Scott Investment Partners first reported a position in Maximus in Q4 2020 and has held it in 12 quarters since.
Scott Investment Partners's Maximus position peaked at $338K in Q1 2021.
322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Scott Investment Partners's 13F filing for Q3 2023, filed 1 Nov 2023.