MMS
Maximus Inc
Maximus Inc historical holders
total: 2
Pzena Investment Management Maximus Inc transactions over time
- Total transactions:
- 10
- New positions:
- 2
- Sold out:
- 2
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2020 Q3
- Held for:
- 7 quarters
- Latest activity:
- 2022 Q2
Richard Pzena has been an institutional investor in Maximus Inc (MMS) since 2019 Q4. According to 2026 Q1 report, Richard Pzena doesn't hold any shares. The fund/company first acquired MMS in 2019 Q4, initially purchasing 2,833 shares. Richard Pzena later completely sold out the position and reinvested in MMS again in 2020 Q3. Since the initial investment, Pzena Investment Management has made 9 more transactions in this position.
When did Richard Pzena exit their MMS position?
Richard Pzena no longer holds Maximus Inc (MMS). They sold off their entire position in 2022 Q2, closing out an investment that began in 2019 Q4.
When did Richard Pzena first invest in MMS?
Richard Pzena first invested in Maximus Inc (MMS) in 2019 Q4 at the reported quarter-end price of $74.48 per share, acquiring 2,833 shares in their initial purchase.
What is Richard Pzena's average cost basis for MMS?
Based on historical transaction data, Richard Pzena's estimated cost basis for Maximus Inc (MMS) is approximately $69.04 per share. This represents their average reported price* across all buy transactions.
Has Richard Pzena reinvested in MMS after selling?
Yes, Richard Pzena has shown renewed interest in Maximus Inc (MMS). After completely selling their position, they reinitiated an investment in 2020 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $69.04
- Weighted AVG sell price:
- $79.16
MMS transactions history by Pzena Investment Management
10 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2022 Q2
|
0.00%
|
0
|
$74.94
|
|
-100% (-4,657)
|
-0%
|
|
2022 Q1
|
0.00%
|
4,657
|
$74.94
|
$349,000
|
+0.52% (+24)
|
+0%
|
|
2021 Q4
|
0.00%
|
4,633
|
$79.65
|
$369,000
|
-8.55% (-433)
|
-0%
|
|
2021 Q2
|
0.00%
|
5,066
|
$88.04
|
$446,000
|
-8.29% (-458)
|
-0%
|
|
2021 Q1
|
0.00%
|
5,524
|
$89.07
|
$492,000
|
-21.94% (-1,553)
|
-0%
|
|
2020 Q4
|
0.00%
|
$73.19
|
+14.72% (+908)
|
|||
|
2020 Q3
|
0.00%
|
$68.41
|
new
|
|||
|
2020 Q2
|
0.00%
|
$58.19
|
-100% (-10,861)
|
|||
|
2020 Q1
|
0.00%
|
$58.19
|
+283.37% (+8,028)
|
|||
|
2019 Q4
|
0.00%
|
$74.48
|
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.