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Petrus Trust Company’s MediaAlpha MAX Stock Holding History

Petrus Trust Company’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
-17,171
Closed -$194K – 708
2024
Q4 		$194K Sell
17,171
-7,408
-30% -$107K 0.02% 550
2024
Q3 		$445K Buy
24,579
+8,775
+56% +$140K 0.04% 270
2024
Q2 		$208K Buy
+15,804
New +$291K 0.02% 536

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Vanguard Group
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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

Petrus Trust Company's MAX Position: Q1 2025 in Review

Petrus Trust Company sold out of MediaAlpha (MAX) in Q1 2025, closing a stake of 17,171 shares — an estimated $194K sold.

Petrus Trust Company first reported a position in MAX in Q2 2024 and held it in 3 quarters. The position peaked at $445K in Q3 2024. 144 funds tracked by Wall St. Rank hold MAX as of Q1 2025.

  • Petrus Trust Company reported no remaining MediaAlpha position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 17,171 MediaAlpha shares in Q1 2025, an estimated $194K.
  • Petrus Trust Company first reported a position in MediaAlpha in Q2 2024 and held it in 3 quarters.
  • Petrus Trust Company's MediaAlpha position peaked at $445K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.