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Spectrum Asset Management (California)’s Maximus MMS Stock Holding History

Spectrum Asset Management (California)’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
-8,214
Closed -$765K – 101
2024
Q3 		$765K Sell
8,214
-430
-5% -$38.4K 0.32% 55
2024
Q2 		$741K Buy
+8,644
New +$726K 0.34% 57

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Spectrum Asset Management (California)'s MMS Position: Q4 2024 in Review

Spectrum Asset Management (California) sold out of Maximus (MMS) in Q4 2024, closing a stake of 8,214 shares — an estimated $765K sold.

Spectrum Asset Management (California) first reported a position in MMS in Q2 2024 and held it in 2 quarters. The position peaked at $765K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Spectrum Asset Management (California) reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 8,214 Maximus shares in Q4 2024, an estimated $765K.
  • Spectrum Asset Management (California) first reported a position in Maximus in Q2 2024 and held it in 2 quarters.
  • Spectrum Asset Management (California)'s Maximus position peaked at $765K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Spectrum Asset Management (California)'s 13F filing for Q4 2024, filed 28 Jan 2025.