Seven Eight Capital’s Maximus MMS Stock Holding History

Seven Eight Capital’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
2024 Q4	–	Sell	-5,427	Closed	-$506K	–	387
2024 Q3	$506K	Sell	5,427 -5,522	-50%	-$494K	0.05%	558
2024 Q2	$938K	Buy	+10,949	New	+$920K	0.1%	374
2024 Q1	–	Sell	-4,264	Closed	-$358K	–	742
2023 Q4	$358K	Buy	+4,264	New	+$340K	0.04%	490
2020 Q1	–	Sell	-25,600	Closed	-$1.9M	–	607
2019 Q4	$1.9M	Buy	25,600 +8,500	+50%	+$639K	0.1%	310
2019 Q3	$1.32M	Buy	+17,100	New	+$1.3M	0.07%	380
2019 Q1	–	Sell	-25,800	Closed	-$1.68M	–	662
2018 Q4	$1.68M	Buy	+25,800	New	+$1.7M	0.09%	273
2018 Q3	–	Sell	-28,700	Closed	-$1.78M	–	650
2018 Q2	$1.78M	Buy	+28,700	New	+$1.86M	0.12%	205
2017 Q4	–	Sell	-16,400	Closed	-$1.06M	–	531
2017 Q3	$1.06M	Buy	16,400 +10,300	+169%	+$631K	0.13%	244
2017 Q2	$382K	Buy	+6,100	New	+$379K	0.05%	336
2015 Q4	–	Sell	-800	Closed	-$48K	–	628
2015 Q3	$48K	Buy	+800	New	+$50.9K	0.04%	347

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Seven Eight Capital's MMS Position: Q4 2024 in Review

Seven Eight Capital sold out of Maximus (MMS) in Q4 2024, closing a stake of 5,427 shares — an estimated $506K sold.

Seven Eight Capital first reported a position in MMS in Q3 2015 and held it in 10 quarters. The position peaked at $1.9M in Q4 2019. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

Seven Eight Capital reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 5,427 Maximus shares in Q4 2024, an estimated $506K.
Seven Eight Capital first reported a position in Maximus in Q3 2015 and held it in 10 quarters.
Seven Eight Capital's Maximus position peaked at $1.9M in Q4 2019.
353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.