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Watchtower Advisors’s Maximus MMS Stock Holding History

Watchtower Advisors’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
Q4 		– Sell
-94,009
Closed -$7.02M – 15
2023
Q3 		$7.02M Sell
94,009
-131,175
-58% -$10.7M 6.93% 7
2023
Q2 		$19M Hold
225,184
– – 10.25% 5
2023
Q1 		$17.7M Buy
225,184
+71,872
+47% +$5.53M 11.5% 5
2022
Q4 		$11.2M Buy
+153,312
New +$9.89M 6.64% 8

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Watchtower Advisors's MMS Position: Q4 2023 in Review

Watchtower Advisors sold out of Maximus (MMS) in Q4 2023, closing a stake of 94,009 shares — an estimated $7.02M sold.

Watchtower Advisors first reported a position in MMS in Q4 2022 and held it in 4 quarters. The position peaked at $19M in Q2 2023. 344 funds tracked by Wall St. Rank hold MMS as of Q4 2023.

  • Watchtower Advisors reported no remaining Maximus position as of Q4 2023 after selling out during the quarter.
  • Watchtower Advisors sold 94,009 Maximus shares in Q4 2023, an estimated $7.02M.
  • Watchtower Advisors first reported a position in Maximus in Q4 2022 and held it in 4 quarters.
  • Watchtower Advisors's Maximus position peaked at $19M in Q2 2023.
  • 344 funds tracked by Wall St. Rank held Maximus as of Q4 2023.

Based on Watchtower Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.