Stone Ridge Asset Management’s Maximus MMS Stock Holding History

Stone Ridge Asset Management’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
2020 Q3	–	Sell	-7,343	Closed	-$517K	–	300
2020 Q2	$517K	Hold	7,343	–	–	0.08%	265
2020 Q1	$427K	Sell	7,343 -4,500	-38%	-$306K	0.05%	426
2019 Q4	$881K	Sell	11,843 -21,674	-65%	-$1.63M	0.05%	431
2019 Q3	$2.59M	Hold	33,517	–	–	0.16%	145
2019 Q2	$2.43M	Hold	33,517	–	–	0.14%	150
2019 Q1	$2.38M	Sell	33,517 -1,196	-3%	-$83.9K	0.14%	172
2018 Q4	$2.26M	Buy	34,713 +1,780	+5%	+$117K	0.14%	133
2018 Q3	$2.14M	Buy	32,933 +4,252	+15%	+$276K	0.11%	167
2018 Q2	$1.78M	Buy	28,681 +1,669	+6%	+$108K	0.1%	206
2018 Q1	$1.8M	Buy	27,012 +3,500	+15%	+$238K	0.11%	196
2017 Q4	$1.68M	Buy	+23,512	New	+$1.58M	0.11%	209

Other funds holding MMS

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

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

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

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

VBA

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stone Ridge Asset Management's MMS Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Maximus (MMS) in Q3 2020, closing a stake of 7,343 shares — an estimated $517K sold.

Stone Ridge Asset Management first reported a position in MMS in Q4 2017 and held it in 11 quarters. The position peaked at $2.59M in Q3 2019. 304 funds tracked by Wall St. Rank hold MMS as of Q3 2020.

Stone Ridge Asset Management reported no remaining Maximus position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 7,343 Maximus shares in Q3 2020, an estimated $517K.
Stone Ridge Asset Management first reported a position in Maximus in Q4 2017 and held it in 11 quarters.
Stone Ridge Asset Management's Maximus position peaked at $2.59M in Q3 2019.
304 funds tracked by Wall St. Rank held Maximus as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.