Lindbrook Capital’s MediaAlpha MAX Stock Holding History

Lindbrook Capital’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
2025 Q1	–	Sell	-46	Closed	-$519	–	2883
2024 Q4	$519	Buy	46 +18	+64%	+$259	﹤0.01%	2609
2024 Q3	$507	Buy	+28	New	+$446	﹤0.01%	2659
2023 Q3	–	Sell	-1,138	Closed	-$11.7K	–	2769
2023 Q2	$11.7K	Buy	1,138 +967	+565%	+$8.74K	﹤0.01%	1370
2023 Q1	$2.56K	Buy	+171	New	+$2.31K	﹤0.01%	2141

Other funds holding MAX

WMIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lindbrook Capital's MAX Position: Q1 2025 in Review

Lindbrook Capital sold out of MediaAlpha (MAX) in Q1 2025, closing a stake of 46 shares — an estimated $519 sold.

Lindbrook Capital first reported a position in MAX in Q1 2023 and held it in 4 quarters. The position peaked at $11.7K in Q2 2023. 144 funds tracked by Wall St. Rank hold MAX as of Q1 2025.

Lindbrook Capital reported no remaining MediaAlpha position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 46 MediaAlpha shares in Q1 2025, an estimated $519.
Lindbrook Capital first reported a position in MediaAlpha in Q1 2023 and held it in 4 quarters.
Lindbrook Capital's MediaAlpha position peaked at $11.7K in Q2 2023.
144 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.