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Wintrust Investments’s Maximus MMS Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-2,760
Closed -$233K – 425
2023
Q2 		$233K Sell
2,760
-1,600
-37% -$132K 0.02% 381
2023
Q1 		$343K Buy
4,360
+150
+4% +$11.6K 0.04% 247
2022
Q4 		$309K Sell
4,210
-2,050
-33% -$132K 0.04% 286
2022
Q3 		$362K Sell
6,260
-4,950
-44% -$309K 0.05% 272
2022
Q2 		$701K Sell
11,210
-23,167
-67% -$1.57M 0.08% 187
2022
Q1 		$2.58M Sell
34,377
-4,000
-10% -$306K 0.25% 68
2021
Q4 		$3.06M Buy
38,377
+13,990
+57% +$1.14M 0.29% 54
2021
Q3 		$2.03M Sell
24,387
-5,513
-18% -$472K 0.27% 70
2021
Q2 		$2.63M Buy
29,900
+23,350
+356% +$2.14M 0.27% 73
2021
Q1 		$583K Buy
+6,550
New +$536K 0.06% 239
2019
Q3 		– Sell
-5,000
Closed -$376K – 372
2019
Q2 		$376K Buy
+5,000
New +$363K 0.06% 249

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Wintrust Investments's MMS Position: Q3 2023 in Review

Wintrust Investments sold out of Maximus (MMS) in Q3 2023, closing a stake of 2,760 shares — an estimated $233K sold.

Wintrust Investments first reported a position in MMS in Q2 2019 and held it in 11 quarters. The position peaked at $3.06M in Q4 2021. 322 funds tracked by Wall St. Rank hold MMS as of Q3 2023.

  • Wintrust Investments reported no remaining Maximus position as of Q3 2023 after selling out during the quarter.
  • Wintrust Investments sold 2,760 Maximus shares in Q3 2023, an estimated $233K.
  • Wintrust Investments first reported a position in Maximus in Q2 2019 and held it in 11 quarters.
  • Wintrust Investments's Maximus position peaked at $3.06M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Maximus as of Q3 2023.

Based on Wintrust Investments's 13F filing for Q3 2023, filed 13 Nov 2023.