MMS
Maximus Inc
Maximus Inc historical holders
total: 2
Jensen Investment Management Maximus Inc transactions over time
- Total transactions:
- 13
- New positions:
- 1
- Sold out:
- 1
- Added:
- 8
- Reduced:
- 3
- Held since:
- 2020 Q3
- Held for:
- 18 quarters
- Latest activity:
- 2025 Q1
Eric H. Schoenstein has been an institutional investor in Maximus Inc (MMS) since 2020 Q3. According to 2026 Q1 report, Eric H. Schoenstein doesn't hold any shares. The fund/company first acquired MMS in 2020 Q3, initially purchasing 16,730 shares. Since the initial investment, Jensen Investment Management has made 12 more transactions in this position.
When did Eric H. Schoenstein exit their MMS position?
Eric H. Schoenstein no longer holds Maximus Inc (MMS). They sold off their entire position in 2025 Q1, closing out an investment that began in 2020 Q3.
When did Eric H. Schoenstein first invest in MMS?
Eric H. Schoenstein first invested in Maximus Inc (MMS) in 2020 Q3 at the reported quarter-end price of $68.38 per share, acquiring 16,730 shares in their initial purchase.
What is Eric H. Schoenstein's average cost basis for MMS?
Based on historical transaction data, Eric H. Schoenstein's estimated cost basis for Maximus Inc (MMS) is approximately $76.19 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $76.19
- Weighted AVG sell price:
- $75.34
MMS transactions history by Jensen Investment Management
13 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$74.65
|
|
-100% (-44,220)
|
-0.03%
|
|
2024 Q1
|
0.03%
|
44,220
|
$83.90
|
$3,710,058
|
+45.80% (+13,890)
|
+0.01%
|
|
2023 Q4
|
0.02%
|
30,330
|
$83.86
|
$2,543,474
|
+11.80% (+3,200)
|
+0%
|
|
2023 Q3
|
0.02%
|
27,130
|
$74.68
|
$2,026,068
|
-57.03% (-36,010)
|
-0.02%
|
|
2023 Q2
|
0.04%
|
63,140
|
$84.51
|
$5,335,961
|
-3.10% (-2,020)
|
-0%
|
|
2022 Q4
|
0.04%
|
65,160
|
$73.33
|
$4,778,183
|
+11.81% (+6,880)
|
+0%
|
|
2022 Q1
|
0.03%
|
58,280
|
$74.95
|
$4,368,000
|
+52.89% (+20,160)
|
+0.01%
|
|
2021 Q4
|
0.02%
|
38,120
|
$79.67
|
$3,037,000
|
+6.90% (+2,460)
|
+0%
|
|
2021 Q3
|
0.02%
|
35,660
|
$83.20
|
$2,967,000
|
+21.17% (+6,230)
|
+0%
|
|
2021 Q2
|
0.02%
|
29,430
|
$87.97
|
$2,589,000
|
-8.83% (-2,850)
|
-0%
|
|
2021 Q1
|
0.02%
|
$89.03
|
+8.03% (+2,400)
|
|||
|
2020 Q4
|
0.02%
|
$73.19
|
+78.60% (+13,150)
|
|||
|
2020 Q3
|
0.01%
|
$68.38
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.