Whittier Trust’s Maximus MMS Stock Holding History

Whittier Trust’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 Q4	–	Sell	-218	Closed	-$20.3K	–	1587
2024 Q3	$20.3K	Buy	+218	New	+$19.5K	﹤0.01%	1104

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Whittier Trust's MMS Position: Q4 2024 in Review

Whittier Trust sold out of Maximus (MMS) in Q4 2024, closing a stake of 218 shares — an estimated $20.3K sold.

Whittier Trust first reported a position in MMS in Q3 2024 and held it in 1 quarter. The position peaked at $20.3K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

Whittier Trust reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 218 Maximus shares in Q4 2024, an estimated $20.3K.
Whittier Trust first reported a position in Maximus in Q3 2024 and held it in 1 quarter.
Whittier Trust's Maximus position peaked at $20.3K in Q3 2024.
353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.