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Weil Company’s Maximus MMS Stock Holding History

Weil Company’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
2021
Q3 		– Sell
-9,005
Closed -$792K – 146
2021
Q2 		$792K Hold
9,005
– – 0.4% 64
2021
Q1 		$802K Buy
9,005
+4,000
+80% +$327K 0.45% 57
2020
Q4 		$366K Sell
5,005
-7,830
-61% -$555K 0.22% 90
2020
Q3 		$878K Sell
12,835
-4,231
-25% -$311K 0.64% 40
2020
Q2 		$1.2M Sell
17,066
-1,800
-10% -$121K 1.02% 27
2020
Q1 		$1.1M Buy
18,866
+10,040
+114% +$682K 1.03% 28
2019
Q4 		$657K Hold
8,826
– – 0.5% 43
2019
Q3 		$682K Buy
8,826
+4,926
+126% +$374K 0.51% 43
2019
Q2 		$283K Buy
+3,900
New +$283K 0.23% 83

Other funds holding MMS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weil Company's MMS Position: Q3 2021 in Review

Weil Company sold out of Maximus (MMS) in Q3 2021, closing a stake of 9,005 shares — an estimated $792K sold.

Weil Company first reported a position in MMS in Q2 2019 and held it in 9 quarters. The position peaked at $1.2M in Q2 2020. 321 funds tracked by Wall St. Rank hold MMS as of Q3 2021.

  • Weil Company reported no remaining Maximus position as of Q3 2021 after selling out during the quarter.
  • Weil Company sold 9,005 Maximus shares in Q3 2021, an estimated $792K.
  • Weil Company first reported a position in Maximus in Q2 2019 and held it in 9 quarters.
  • Weil Company's Maximus position peaked at $1.2M in Q2 2020.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q3 2021.

Based on Weil Company's 13F filing for Q3 2021, filed 12 Nov 2021.