Altshuler Shaham’s MediaAlpha MAX Stock Holding History

Altshuler Shaham’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-426	Closed	-$15K	–	681
2021 Q1	$15K	Buy	+426	New	+$21.1K	﹤0.01%	383

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Altshuler Shaham's MAX Position: Q2 2021 in Review

Altshuler Shaham sold out of MediaAlpha (MAX) in Q2 2021, closing a stake of 426 shares — an estimated $15K sold.

Altshuler Shaham first reported a position in MAX in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 98 funds tracked by Wall St. Rank hold MAX as of Q2 2021.

Altshuler Shaham reported no remaining MediaAlpha position as of Q2 2021 after selling out during the quarter.
Altshuler Shaham sold 426 MediaAlpha shares in Q2 2021, an estimated $15K.
Altshuler Shaham first reported a position in MediaAlpha in Q1 2021 and held it in 1 quarter.
Altshuler Shaham's MediaAlpha position peaked at $15K in Q1 2021.
98 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2021.

Based on Altshuler Shaham's 13F filing for Q2 2021, filed 16 Aug 2021.