EA
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Emerald Advisers’s MediaAlpha MAX Stock Holding History

Emerald Advisers’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
2024
Q3 		– Sell
-598,517
Closed -$7.88M – 260
2024
Q2 		$7.88M Buy
598,517
+597,355
+51,407% +$11M 0.33% 98
2024
Q1 		$23.7K Buy
+1,162
New +$18.6K ﹤0.01% 236
2022
Q2 		– Sell
-553,893
Closed -$9.17M – 261
2022
Q1 		$9.17M Buy
553,893
+130,167
+31% +$1.82M 0.35% 98
2021
Q4 		$6.54M Sell
423,726
-190,035
-31% -$3.17M 0.24% 110
2021
Q3 		$11.5M Buy
613,761
+8,540
+1% +$231K 0.42% 91
2021
Q2 		$25.5M Sell
605,221
-29,912
-5% -$1.2M 0.93% 38
2021
Q1 		$22.5M Buy
635,133
+88,712
+16% +$4.4M 0.81% 50
2020
Q4 		$21.3M Buy
+546,421
New +$21.2M 0.71% 61

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return