Strategic Global Advisors’s Maximus MMS Stock Holding History

Strategic Global Advisors’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	-28,990	Closed	-$2.04M	–	156
2020 Q2	$2.04M	Buy	28,990 +2,243	+8%	+$151K	0.44%	65
2020 Q1	$1.56M	Sell	26,747 -336	-1%	-$22.8K	0.4%	64
2019 Q4	$2.02M	Sell	27,083 -1,055	-4%	-$79.3K	0.42%	62
2019 Q3	$2.17M	Buy	28,138 +10,470	+59%	+$795K	0.49%	53
2019 Q2	$1.28M	Sell	17,668 -1,023	-5%	-$74.2K	0.27%	96
2019 Q1	$1.33M	Buy	18,691 +13,643	+270%	+$957K	0.28%	97
2018 Q4	$329K	Sell	5,048 -1,302	-21%	-$85.7K	0.12%	130
2018 Q3	$413K	Buy	6,350 +1,313	+26%	+$85.2K	0.13%	129
2018 Q2	$336K	Hold	5,037	–	–	0.09%	150
2018 Q1	$336K	Buy	+5,037	New	+$342K	0.12%	139

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

Strategic Global Advisors's MMS Position: Q3 2020 in Review

Strategic Global Advisors sold out of Maximus (MMS) in Q3 2020, closing a stake of 28,990 shares — an estimated $2.04M sold.

Strategic Global Advisors first reported a position in MMS in Q1 2018 and held it in 10 quarters. The position peaked at $2.17M in Q3 2019. 304 funds tracked by Wall St. Rank hold MMS as of Q3 2020.

Strategic Global Advisors reported no remaining Maximus position as of Q3 2020 after selling out during the quarter.
Strategic Global Advisors sold 28,990 Maximus shares in Q3 2020, an estimated $2.04M.
Strategic Global Advisors first reported a position in Maximus in Q1 2018 and held it in 10 quarters.
Strategic Global Advisors's Maximus position peaked at $2.17M in Q3 2019.
304 funds tracked by Wall St. Rank held Maximus as of Q3 2020.

Based on Strategic Global Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.