Vontobel Holding
MMS icon

Vontobel Holding’s Maximus MMS Stock Holding History

Vontobel Holding’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
Q2 		– Sell
-6,516
Closed -$547K – 1127
2024
Q1 		$547K Buy
+6,516
New +$536K ﹤0.01% 751
2021
Q2 		– Sell
-7,500
Closed -$668K – 1165
2021
Q1 		$668K Buy
+7,500
New +$613K 0.01% 607

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Vontobel Holding's MMS Position: Q2 2024 in Review

Vontobel Holding sold out of Maximus (MMS) in Q2 2024, closing a stake of 6,516 shares — an estimated $547K sold.

Vontobel Holding first reported a position in MMS in Q1 2021 and held it in 2 quarters. The position peaked at $668K in Q1 2021. 354 funds tracked by Wall St. Rank hold MMS as of Q2 2024.

  • Vontobel Holding reported no remaining Maximus position as of Q2 2024 after selling out during the quarter.
  • Vontobel Holding sold 6,516 Maximus shares in Q2 2024, an estimated $547K.
  • Vontobel Holding first reported a position in Maximus in Q1 2021 and held it in 2 quarters.
  • Vontobel Holding's Maximus position peaked at $668K in Q1 2021.
  • 354 funds tracked by Wall St. Rank held Maximus as of Q2 2024.

Based on Vontobel Holding's 13F filing for Q2 2024, filed 13 Aug 2024.