SJS Investment Consulting’s Maximus MMS Stock Holding History

SJS Investment Consulting’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
2026 Q1	$770	Buy	12 +5	+71%	+$406	﹤0.01%	1581
2025 Q4	$605	Buy	7 +2	+40%	+$171	﹤0.01%	1459
2025 Q3	$457	Sell	5 -1	-17%	-$81	﹤0.01%	1264
2025 Q2	$422	Sell	6 -2	-25%	-$140	﹤0.01%	1168
2025 Q1	$546	Sell	8 -3	-27%	-$214	﹤0.01%	1218
2024 Q4	$822	Sell	11 -10	-48%	-$816	﹤0.01%	1069
2024 Q3	$1.96K	Sell	21 -1	-5%	-$89	﹤0.01%	797
2024 Q2	$1.89K	Buy	22 +5	+29%	+$420	﹤0.01%	745
2024 Q1	$1.43K	Hold	17	–	–	﹤0.01%	899
2023 Q4	$1.43K	Buy	17 +3	+21%	+$239	﹤0.01%	802
2023 Q3	$1.05K	Sell	14 -1	-7%	-$81	﹤0.01%	920
2023 Q2	$1.27K	Sell	15 -1	-6%	-$82	﹤0.01%	796
2023 Q1	$1.26K	Buy	16 +2	+14%	+$154	﹤0.01%	789
2022 Q4	$1.03K	Sell	14 -11	-44%	-$710	﹤0.01%	924
2022 Q3	$1K	Buy	+25	New	+$1.56K	﹤0.01%	819
2022 Q1	$0	Buy	+2	New	+$153	﹤0.01%	1103

Other funds holding MMS

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Fuller & Thaler Asset Management

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

Mackenzie Financial

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

Geode Capital Management

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

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