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Lloyd Advisory Services’s MediaAlpha MAX Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-16,471
Closed -$136K – 251
2023
Q3 		$136K Buy
+16,471
New +$147K 0.04% 247

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ACM
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Millennium Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Lloyd Advisory Services's MAX Position: Q4 2023 in Review

Lloyd Advisory Services sold out of MediaAlpha (MAX) in Q4 2023, closing a stake of 16,471 shares — an estimated $136K sold.

Lloyd Advisory Services first reported a position in MAX in Q3 2023 and held it in 1 quarter. The position peaked at $136K in Q3 2023. 91 funds tracked by Wall St. Rank hold MAX as of Q4 2023.

  • Lloyd Advisory Services reported no remaining MediaAlpha position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 16,471 MediaAlpha shares in Q4 2023, an estimated $136K.
  • Lloyd Advisory Services first reported a position in MediaAlpha in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's MediaAlpha position peaked at $136K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held MediaAlpha as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.