Zebra Capital Management’s Maximus MMS Stock Holding History

Zebra Capital 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
2020 Q3	–	Sell	-9,309	Closed	-$656K	–	234
2020 Q2	$656K	Sell	9,309 -1,350	-13%	-$90.8K	0.95%	18
2020 Q1	$620K	Sell	10,659 -981	-8%	-$66.6K	1%	15
2019 Q4	$866K	Buy	+11,640	New	+$875K	0.77%	20
2019 Q3	–	Sell	-4,625	Closed	-$335K	–	358
2019 Q2	$335K	Sell	4,625 -713	-13%	-$51.7K	0.17%	217
2019 Q1	$379K	Buy	5,338 +1,770	+50%	+$124K	0.2%	185
2018 Q4	$232K	Sell	3,568 -12,693	-78%	-$835K	0.14%	290
2018 Q3	$1.06M	Sell	16,261 -603	-4%	-$39.1K	0.48%	33
2018 Q2	$1.05M	Buy	16,864 +12,789	+314%	+$829K	0.45%	49
2018 Q1	$272K	Sell	4,075 -7,128	-64%	-$485K	0.1%	285
2017 Q4	$802K	Buy	+11,203	New	+$754K	0.27%	187

Other funds holding MMS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Zebra Capital Management's MMS Position: Q3 2020 in Review

Zebra Capital Management sold out of Maximus (MMS) in Q3 2020, closing a stake of 9,309 shares — an estimated $656K sold.

Zebra Capital Management first reported a position in MMS in Q4 2017 and held it in 10 quarters. The position peaked at $1.06M in Q3 2018. 304 funds tracked by Wall St. Rank hold MMS as of Q3 2020.

Zebra Capital Management reported no remaining Maximus position as of Q3 2020 after selling out during the quarter.
Zebra Capital Management sold 9,309 Maximus shares in Q3 2020, an estimated $656K.
Zebra Capital Management first reported a position in Maximus in Q4 2017 and held it in 10 quarters.
Zebra Capital Management's Maximus position peaked at $1.06M in Q3 2018.
304 funds tracked by Wall St. Rank held Maximus as of Q3 2020.

Based on Zebra Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.