VNIM
MMS icon

Vaughan Nelson Investment Management’s Maximus MMS Stock Holding History

Vaughan Nelson 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
2024
Q1 		– Sell
-537,873
Closed -$45.1M – 237
2023
Q4 		$45.1M Sell
537,873
-4,784
-0.9% -$382K 0.45% 69
2023
Q3 		$40.5M Buy
542,657
+4,404
+0.8% +$358K 0.46% 58
2023
Q2 		$45.5M Sell
538,253
-1,466
-0.3% -$121K 0.5% 54
2023
Q1 		$42.5M Sell
539,719
-5,189
-1% -$400K 0.52% 51
2022
Q4 		$40M Sell
544,908
-20,442
-4% -$1.32M 0.52% 55
2022
Q3 		$32.7M Sell
565,350
-5,800
-1% -$362K 0.47% 69
2022
Q2 		$35.7M Buy
571,150
+46,685
+9% +$3.16M 0.48% 64
2022
Q1 		$39.3M Buy
524,465
+138,152
+36% +$10.6M 0.45% 67
2021
Q4 		$30.8M Buy
386,313
+16,901
+5% +$1.38M 0.31% 94
2021
Q3 		$30.7M Buy
369,412
+29,862
+9% +$2.56M 0.31% 102
2021
Q2 		$29.9M Sell
339,550
-15,346
-4% -$1.41M 0.3% 109
2021
Q1 		$31.6M Buy
354,896
+112,102
+46% +$9.17M 0.34% 97
2020
Q4 		$17.8M Sell
242,794
-107,966
-31% -$7.66M 0.21% 120
2020
Q3 		$24M Sell
350,760
-18,930
-5% -$1.39M 0.33% 100
2020
Q2 		$26M Sell
369,690
-15,505
-4% -$1.04M 0.37% 103
2020
Q1 		$22.4M Buy
385,195
+44,930
+13% +$3.05M 0.38% 90
2019
Q4 		$25.3M Sell
340,265
-10,940
-3% -$822K 0.32% 110
2019
Q3 		$27.1M Sell
351,205
-1,520
-0.4% -$115K 0.36% 100
2019
Q2 		$25.6M Buy
352,725
+17,900
+5% +$1.3M 0.34% 103
2019
Q1 		$23.8M Buy
+334,825
New +$23.5M 0.32% 116
2013
Q4 		– Sell
-166,611
Closed -$7.5M – 178
2013
Q3 		$7.5M Sell
166,611
-22,725
-12% -$879K 0.13% 153
2013
Q2 		$7.05M Buy
+189,336
New +$7.24M 0.13% 149

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
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

Vaughan Nelson Investment Management's MMS Position: Q1 2024 in Review

Vaughan Nelson Investment Management sold out of Maximus (MMS) in Q1 2024, closing a stake of 537,873 shares — an estimated $45.1M sold.

Vaughan Nelson Investment Management first reported a position in MMS in Q2 2013 and held it in 22 quarters. The position peaked at $45.5M in Q2 2023. 351 funds tracked by Wall St. Rank hold MMS as of Q1 2024.

  • Vaughan Nelson Investment Management reported no remaining Maximus position as of Q1 2024 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 537,873 Maximus shares in Q1 2024, an estimated $45.1M.
  • Vaughan Nelson Investment Management first reported a position in Maximus in Q2 2013 and held it in 22 quarters.
  • Vaughan Nelson Investment Management's Maximus position peaked at $45.5M in Q2 2023.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q1 2024.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.