DTL
MAX icon

Dynamic Technology Lab’s MediaAlpha MAX Stock Holding History

Dynamic Technology Lab’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
2026
Q1 		$405K Buy
+43,595
New +$430K 0.07% 518
2025
Q4 		– Sell
-29,237
Closed -$333K – 953
2025
Q3 		$333K Buy
29,237
+18,429
+171% +$203K 0.06% 521
2025
Q2 		$118K Sell
10,808
-32,368
-75% -$312K 0.02% 843
2025
Q1 		$399K Sell
43,176
-2,478
-5% -$26.5K 0.06% 582
2024
Q4 		$515K Buy
45,654
+31,206
+216% +$449K 0.08% 424
2024
Q3 		$262K Buy
+14,448
New +$230K 0.03% 791
2023
Q1 		– Sell
-32,072
Closed -$319K – 1351
2022
Q4 		$319K Buy
+32,072
New +$353K 0.03% 751
2021
Q2 		– Sell
-6,248
Closed -$221K – 1350
2021
Q1 		$221K Buy
+6,248
New +$310K 0.03% 913

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return