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Summit Global Investments’s Maximus MMS Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-8,279
Closed -$710K – 550
2024
Q2 		$710K Buy
+8,279
New +$696K 0.05% 296
2022
Q1 		– Sell
-5,200
Closed -$414K – 527
2021
Q4 		$414K Sell
5,200
-2,400
-32% -$196K 0.03% 399
2021
Q3 		$632K Sell
7,600
-900
-11% -$77.1K 0.05% 268
2021
Q2 		$748K Buy
8,500
+1,547
+22% +$142K 0.04% 275
2021
Q1 		$619K Sell
6,953
-6,805
-49% -$556K 0.04% 293
2020
Q4 		$1.01M Sell
13,758
-327
-2% -$23.2K 0.1% 152
2020
Q3 		$964K Buy
14,085
+1,285
+10% +$94.5K 0.1% 141
2020
Q2 		$902K Sell
12,800
-100
-0.8% -$6.72K 0.1% 133
2020
Q1 		$751K Buy
+12,900
New +$876K 0.11% 115

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Summit Global Investments's MMS Position: Q3 2024 in Review

Summit Global Investments sold out of Maximus (MMS) in Q3 2024, closing a stake of 8,279 shares — an estimated $710K sold.

Summit Global Investments first reported a position in MMS in Q1 2020 and held it in 9 quarters. The position peaked at $1.01M in Q4 2020. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Summit Global Investments reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 8,279 Maximus shares in Q3 2024, an estimated $710K.
  • Summit Global Investments first reported a position in Maximus in Q1 2020 and held it in 9 quarters.
  • Summit Global Investments's Maximus position peaked at $1.01M in Q4 2020.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.