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Maximus shares owned by Sontag Advisory

Quarter-by-quarter ownership of Maximus (MMS) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Maximus

Tip: Access up to 7 years of quarterly data

All positions including Maximus held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Maximus by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 22k 93.16
2024-06-30 $891k 10k 85.70
2024-03-31 $1.1M 13k 83.90
2023-12-31 $1.5M 18k 83.86
2021-12-31 $2.0M 26k 79.67

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Maximus

BlackRock
BlackRock
Vanguard Group
Mackenzie Financial
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
Henderson Group
Van Berkom & Associates
Hanna Zanoni
Alliancebernstein
Charles Schwab Investment Management
Victory Capital Management
Nuveen Asset Management
Bank of America Corporation

View all funds holding Maximus