USA Financial Formulas’s Maximus MMS Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-35	Closed	-$2.96K	–	527
2023 Q2	$2.96K	Buy	+35	New	+$2.88K	﹤0.01%	267
2019 Q1	–	Sell	-4,640	Closed	-$302K	–	255
2018 Q4	$302K	Sell	4,640 -1,090	-19%	-$71.7K	0.08%	232
2018 Q3	$356K	Buy	5,730 +496	+9%	+$32.2K	0.09%	184
2018 Q2	$349K	Sell	5,234 -16	-0.3%	-$1.04K	0.08%	221
2018 Q1	$350K	Sell	5,250 -1,160	-18%	-$78.9K	0.08%	221
2017 Q4	$459K	Sell	6,410 -3,268	-34%	-$220K	0.11%	170
2017 Q3	$624K	Buy	+9,678	New	+$593K	0.15%	127
2015 Q3	–	Sell	-6,750	Closed	-$444K	–	163
2015 Q2	$444K	Sell	6,750 -34,042	-83%	-$2.23M	0.14%	137
2015 Q1	$2.72M	Buy	40,792 +733	+2%	+$43.5K	0.89%	30
2014 Q4	$2.2M	Buy	+40,059	New	+$1.95M	0.75%	41

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

USA Financial Formulas's MMS Position: Q3 2023 in Review

USA Financial Formulas sold out of Maximus (MMS) in Q3 2023, closing a stake of 35 shares — an estimated $2.96K sold.

USA Financial Formulas first reported a position in MMS in Q4 2014 and held it in 10 quarters. The position peaked at $2.72M in Q1 2015. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

USA Financial Formulas reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
USA Financial Formulas sold 35 Maximus shares in Q3 2023, an estimated $2.96K.
USA Financial Formulas first reported a position in Maximus in Q4 2014 and held it in 10 quarters.
USA Financial Formulas's Maximus position peaked at $2.72M in Q1 2015.
322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on USA Financial Formulas's 13F filing for Q3 2023, filed 27 Nov 2023.