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Walthausen & Co’s Maximus MMS Stock Holding History

Walthausen & Co’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
2022
Q3 		$1.2M Sell
20,806
-160
-0.8% -$9.97K 1% 55
2022
Q2 		$1.31M Sell
20,966
-13,420
-39% -$907K 0.59% 94
2022
Q1 		$2.58M Buy
34,386
+2,550
+8% +$195K 0.73% 61
2021
Q4 		$2.54M Sell
31,836
-910
-3% -$74.4K 0.67% 81
2021
Q3 		$2.72M Sell
32,746
-1,100
-3% -$94.2K 0.69% 62
2021
Q2 		$2.98M Sell
33,846
-45
-0.1% -$4.12K 0.66% 63
2021
Q1 		$3.02M Buy
33,891
+6,830
+25% +$558K 0.64% 74
2020
Q4 		$1.98M Sell
27,061
-68,110
-72% -$4.83M 0.54% 95
2020
Q3 		$6.51M Buy
95,171
+4,006
+4% +$295K 1.35% 19
2020
Q2 		$6.42M Buy
91,165
+19,565
+27% +$1.32M 1.3% 19
2020
Q1 		$4.17M Buy
+71,600
New +$4.86M 0.89% 56

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walthausen & Co's MMS Position: Q3 2022 in Review

Walthausen & Co reduced its Maximus (MMS) stake by 0.76% in Q3 2022, selling an estimated $9.97K and leaving 20,806 shares worth $1.2M. The position accounts for 1% of the portfolio, ranked #55.

Walthausen & Co first reported a position in MMS in Q1 2020 and has held it in 11 quarters since. The position peaked at $6.51M in Q3 2020. 296 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

  • Walthausen & Co held 20,806 shares of Maximus worth $1.2M as of Q3 2022.
  • Walthausen & Co sold 160 Maximus shares in Q3 2022, an estimated $9.97K.
  • Maximus made up 1% of Walthausen & Co's portfolio in Q3 2022, its #55 holding.
  • Walthausen & Co first reported a position in Maximus in Q1 2020 and has held it in 11 quarters since.
  • Walthausen & Co's Maximus position peaked at $6.51M in Q3 2020.
  • 296 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.