Yorktown Management & Research Company’s Maximus MMS Stock Holding History

Yorktown Management & Research 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
2022 Q3	–	Sell	-5,300	Closed	-$331K	–	215
2022 Q2	$331K	Hold	5,300	–	–	0.43%	103
2022 Q1	$397K	Hold	5,300	–	–	0.34%	121
2021 Q4	$422K	Hold	5,300	–	–	0.29%	146
2021 Q3	$441K	Hold	5,300	–	–	0.33%	126
2021 Q2	$466K	Buy	5,300 +2,000	+61%	+$183K	0.37%	119
2021 Q1	$294K	Hold	3,300	–	–	0.24%	148
2020 Q4	$242K	Hold	3,300	–	–	0.22%	200
2020 Q3	$226K	Hold	3,300	–	–	0.21%	232
2020 Q2	$232K	Buy	+3,300	New	+$222K	0.21%	243
2020 Q1	–	Sell	-3,300	Closed	-$245K	–	286
2019 Q4	$245K	Hold	3,300	–	–	0.13%	234
2019 Q3	$255K	Sell	3,300 -1,300	-28%	-$98.7K	0.14%	222
2019 Q2	$334K	Hold	4,600	–	–	0.13%	207
2019 Q1	$327K	Hold	4,600	–	–	0.11%	230
2018 Q4	$299K	Hold	4,600	–	–	0.1%	215
2018 Q3	$299K	Hold	4,600	–	–	0.09%	285
2018 Q2	$286K	Sell	4,600 -10,950	-70%	-$710K	0.08%	288
2018 Q1	$1.04M	Hold	15,550	–	–	0.31%	82
2017 Q4	$1.11M	Buy	15,550 +4,600	+42%	+$310K	0.32%	81
2017 Q3	$706K	Buy	+10,950	New	+$671K	0.19%	88

Other funds holding MMS

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Yorktown Management & Research Company's MMS Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of Maximus (MMS) in Q3 2022, closing a stake of 5,300 shares — an estimated $331K sold.

Yorktown Management & Research Company first reported a position in MMS in Q3 2017 and held it in 19 quarters. The position peaked at $1.11M in Q4 2017. 297 funds tracked by Wall St. Rank hold MMS as of Q3 2022.

Yorktown Management & Research Company reported no remaining Maximus position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 5,300 Maximus shares in Q3 2022, an estimated $331K.
Yorktown Management & Research Company first reported a position in Maximus in Q3 2017 and held it in 19 quarters.
Yorktown Management & Research Company's Maximus position peaked at $1.11M in Q4 2017.
297 funds tracked by Wall St. Rank held Maximus as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.