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World Asset Management’s Maximus MMS Stock Holding History

World Asset Management’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 		$239K Sell
2,874
-16
-0.6% -$1.37K 0.02% 733
2021
Q2 		$254K Sell
2,890
-83
-3% -$7.6K 0.02% 753
2021
Q1 		$272K Sell
2,973
-170
-5% -$13.9K 0.02% 728
2020
Q4 		$230K Sell
3,143
-164
-5% -$11.6K 0.02% 756
2020
Q3 		$226K Sell
3,307
-59
-2% -$4.34K 0.02% 696
2020
Q2 		$237K Sell
3,366
-77
-2% -$5.18K 0.03% 637
2020
Q1 		$200K Buy
+3,443
New +$234K 0.02% 767
2019
Q4 		– Sell
-2,989
Closed -$231K – 1133
2019
Q3 		$231K Buy
2,989
+11
+0.4% +$835 0.01% 962
2019
Q2 		$216K Sell
2,978
-20
-0.7% -$1.45K 0.01% 1020
2019
Q1 		$213K Buy
+2,998
New +$210K 0.01% 1018
2018
Q4 		– Sell
-3,212
Closed -$209K – 1166
2018
Q3 		$209K Buy
+3,212
New +$209K 0.01% 1152
2018
Q2 		– Sell
-3,329
Closed -$222K – 1351
2018
Q1 		$222K Sell
3,329
-587
-15% -$39.9K 0.01% 1168
2017
Q4 		$280K Sell
3,916
-228
-6% -$15.4K 0.01% 1173
2017
Q3 		$267K Buy
4,144
+23
+0.6% +$1.41K 0.01% 1202
2017
Q2 		$258K Buy
4,121
+145
+4% +$9K 0.01% 1201
2017
Q1 		$247K Buy
3,976
+30
+0.8% +$1.76K 0.01% 1173
2016
Q4 		$220K Sell
3,946
-266
-6% -$14.4K 0.01% 1181
2016
Q3 		$238K Buy
+4,212
New +$245K 0.01% 1167
2015
Q2 		– Sell
-5,239
Closed -$350K – 1238
2015
Q1 		$350K Buy
5,239
+1,018
+24% +$60.5K 0.01% 995
2014
Q4 		$231K Sell
4,221
-864
-17% -$42K 0.01% 1206
2014
Q3 		$204K Sell
5,085
-209
-4% -$8.65K 0.01% 1329
2014
Q2 		$228K Sell
5,294
-278
-5% -$12K 0.01% 1321
2014
Q1 		$250K Sell
5,572
-61
-1% -$2.76K 0.01% 1266
2013
Q4 		$248K Sell
5,633
-2,067
-27% -$95.2K 0.01% 1282
2013
Q3 		$347K Sell
7,700
-1,298
-14% -$50.2K 0.01% 1200
2013
Q2 		$335K Buy
+8,998
New +$344K 0.01% 1251

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

World Asset Management's MMS Position: Q3 2021 in Review

World Asset Management reduced its Maximus (MMS) stake by 0.55% in Q3 2021, selling an estimated $1.37K and leaving 2,874 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #733.

World Asset Management first reported a position in MMS in Q2 2013 and has held it in 26 quarters since. The position peaked at $350K in Q1 2015. 321 funds tracked by Wall St. Rank hold MMS as of Q3 2021.

  • World Asset Management held 2,874 shares of Maximus worth $239K as of Q3 2021.
  • World Asset Management sold 16 Maximus shares in Q3 2021, an estimated $1.37K.
  • Maximus made up 0.02% of World Asset Management's portfolio in Q3 2021, its #733 holding.
  • World Asset Management first reported a position in Maximus in Q2 2013 and has held it in 26 quarters since.
  • World Asset Management's Maximus position peaked at $350K in Q1 2015.
  • 321 funds tracked by Wall St. Rank held Maximus as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.