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Triad Investment Management’s Maximus MMS Stock Holding History

Triad Investment 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
2023
Q2 		– Sell
-16,722
Closed -$1.32M – 58
2023
Q1 		$1.32M Buy
16,722
+141
+0.9% +$10.9K 1.91% 21
2022
Q4 		$1.22M Buy
16,581
+44
+0.3% +$2.84K 1.9% 20
2022
Q3 		$957K Sell
16,537
-9,479
-36% -$591K 1.66% 25
2022
Q2 		$1.63M Sell
26,016
-9,365
-26% -$633K 2.41% 20
2022
Q1 		$2.65M Buy
35,381
+1,137
+3% +$87K 2.51% 20
2021
Q4 		$2.73M Buy
+34,244
New +$2.8M 2.48% 21

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Triad Investment Management's MMS Position: Q2 2023 in Review

Triad Investment Management sold out of Maximus (MMS) in Q2 2023, closing a stake of 16,722 shares — an estimated $1.32M sold.

Triad Investment Management first reported a position in MMS in Q4 2021 and held it in 6 quarters. The position peaked at $2.73M in Q4 2021. 304 funds tracked by Wall St. Rank hold MMS as of Q2 2023.

  • Triad Investment Management reported no remaining Maximus position as of Q2 2023 after selling out during the quarter.
  • Triad Investment Management sold 16,722 Maximus shares in Q2 2023, an estimated $1.32M.
  • Triad Investment Management first reported a position in Maximus in Q4 2021 and held it in 6 quarters.
  • Triad Investment Management's Maximus position peaked at $2.73M in Q4 2021.
  • 304 funds tracked by Wall St. Rank held Maximus as of Q2 2023.

Based on Triad Investment Management's 13F filing for Q2 2023, filed 11 Jul 2023.