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Stoneridge Investment Partners’s Maximus MMS Stock Holding History

Stoneridge Investment Partners’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
2016
Q4 		– Sell
-17,635
Closed -$997K – 319
2016
Q3 		$997K Sell
17,635
-13,607
-44% -$792K 0.14% 181
2016
Q2 		$1.73M Buy
+31,242
New +$1.68M 0.26% 120

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BAMCO Inc
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stoneridge Investment Partners's MMS Position: Q4 2016 in Review

Stoneridge Investment Partners sold out of Maximus (MMS) in Q4 2016, closing a stake of 17,635 shares — an estimated $997K sold.

Stoneridge Investment Partners first reported a position in MMS in Q2 2016 and held it in 2 quarters. The position peaked at $1.73M in Q2 2016. 264 funds tracked by Wall St. Rank hold MMS as of Q4 2016.

  • Stoneridge Investment Partners reported no remaining Maximus position as of Q4 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 17,635 Maximus shares in Q4 2016, an estimated $997K.
  • Stoneridge Investment Partners first reported a position in Maximus in Q2 2016 and held it in 2 quarters.
  • Stoneridge Investment Partners's Maximus position peaked at $1.73M in Q2 2016.
  • 264 funds tracked by Wall St. Rank held Maximus as of Q4 2016.

Based on Stoneridge Investment Partners's 13F filing for Q4 2016, filed 27 Jan 2017.