Zeke Capital Advisors’s Maximus MMS Stock Holding History

Zeke Capital Advisors’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 Q4	$493K	Sell	6,719 -779	-10%	-$50.3K	0.03%	241
2022 Q3	$434K	Buy	7,498 +3,392	+83%	+$211K	0.03%	234
2022 Q2	$257K	Buy	4,106 +1,336	+48%	+$90.3K	0.02%	378
2022 Q1	$208K	Buy	+2,770	New	+$212K	0.01%	475
2020 Q1	–	Sell	-8,368	Closed	-$622K	–	415
2019 Q4	$622K	Buy	+8,368	New	+$629K	0.05%	331
2018 Q3	–	Sell	-3,456	Closed	-$215K	–	715
2018 Q2	$215K	Hold	3,456	–	–	0.02%	529
2018 Q1	$231K	Buy	3,456 +361	+12%	+$24.5K	0.02%	527
2017 Q4	$222K	Buy	+3,095	New	+$208K	0.02%	479

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

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

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

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

Zeke Capital Advisors's MMS Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Maximus (MMS) stake by 10% in Q4 2022, selling an estimated $50.3K and leaving 6,719 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #241.

Zeke Capital Advisors first reported a position in MMS in Q4 2017 and has held it in 8 quarters since. The position peaked at $622K in Q4 2019. 306 funds tracked by Wall St. Rank hold MMS as of Q4 2022.

Zeke Capital Advisors held 6,719 shares of Maximus worth $493K as of Q4 2022.
Zeke Capital Advisors sold 779 Maximus shares in Q4 2022, an estimated $50.3K.
Maximus made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #241 holding.
Zeke Capital Advisors first reported a position in Maximus in Q4 2017 and has held it in 8 quarters since.
Zeke Capital Advisors's Maximus position peaked at $622K in Q4 2019.
306 funds tracked by Wall St. Rank held Maximus as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.