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Steward Financial Group’s Maximus MMS Stock Holding History

Steward Financial Group’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 		$2K Buy
+39
New +$3.17K ﹤0.01% 1013
2022
Q3 		– Sell
-5
Closed – – 835
2022
Q2 		$0 Buy
+5
New +$338 ﹤0.01% 1213

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
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

Steward Financial Group's MMS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Maximus (MMS) in Q3 2023: 39 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MMS as recently as Q2 2022.

Steward Financial Group first reported a position in MMS in Q2 2022 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Steward Financial Group held 39 shares of Maximus worth $2K as of Q3 2023.
  • Maximus was a new Steward Financial Group position in Q3 2023.
  • Maximus made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1013 holding.
  • Steward Financial Group first reported a position in Maximus in Q2 2022 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.