Calamos Advisors’s MediaAlpha MAX Stock Holding History

Calamos Advisors’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 Q3	–	Sell	-80,747	Closed	-$3.4M	–	1023
2021 Q2	$3.4M	Sell	80,747 -84,709	-51%	-$3.39M	0.02%	637
2021 Q1	$5.86M	Buy	165,456 +99,153	+150%	+$4.92M	0.03%	491
2020 Q4	$2.59M	Buy	+66,303	New	+$2.57M	0.02%	604

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

EAM

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Calamos Advisors's MAX Position: Q3 2021 in Review

Calamos Advisors sold out of MediaAlpha (MAX) in Q3 2021, closing a stake of 80,747 shares — an estimated $3.4M sold.

Calamos Advisors first reported a position in MAX in Q4 2020 and held it in 3 quarters. The position peaked at $5.86M in Q1 2021. 89 funds tracked by Wall St. Rank hold MAX as of Q3 2021.

Calamos Advisors reported no remaining MediaAlpha position as of Q3 2021 after selling out during the quarter.
Calamos Advisors sold 80,747 MediaAlpha shares in Q3 2021, an estimated $3.4M.
Calamos Advisors first reported a position in MediaAlpha in Q4 2020 and held it in 3 quarters.
Calamos Advisors's MediaAlpha position peaked at $5.86M in Q1 2021.
89 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2021.

Based on Calamos Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.