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OmniStar Financial Group’s MediaAlpha MAX Stock Holding History

OmniStar Financial Group’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
-18,989
Closed -$214K – 144
2024
Q4 		$214K Sell
18,989
-9,890
-34% -$142K 0.17% 119
2024
Q3 		$523K Buy
+28,879
New +$460K 0.39% 99

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Vanguard Group
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
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

OmniStar Financial Group's MAX Position: Q1 2025 in Review

OmniStar Financial Group sold out of MediaAlpha (MAX) in Q1 2025, closing a stake of 18,989 shares — an estimated $214K sold.

OmniStar Financial Group first reported a position in MAX in Q3 2024 and held it in 2 quarters. The position peaked at $523K in Q3 2024. 144 funds tracked by Wall St. Rank hold MAX as of Q1 2025.

  • OmniStar Financial Group reported no remaining MediaAlpha position as of Q1 2025 after selling out during the quarter.
  • OmniStar Financial Group sold 18,989 MediaAlpha shares in Q1 2025, an estimated $214K.
  • OmniStar Financial Group first reported a position in MediaAlpha in Q3 2024 and held it in 2 quarters.
  • OmniStar Financial Group's MediaAlpha position peaked at $523K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2025.

Based on OmniStar Financial Group's 13F filing for Q1 2025, filed 15 May 2025.