Sontag Advisory »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Maximus by Sontag Advisory

Quarter filed Position value Share count Share price at filing
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)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Maximus

Vanguard Group
Victory Capital Management
Mackenzie Financial
Alliancebernstein
Henderson Group
Van Berkom & Associates
Dimensional Fund Advisors
Bank of America Corporation
Charles Schwab Investment Management
Allspring Global Investments Holdings
Norges Bank Investment Management
Bank of New York Mellon
ClearBridge Advisors
Federated Investors
William Blair Investment Management

View all funds holding Maximus