S
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SignatureFD’s MediaAlpha MAX Stock Holding History

SignatureFD’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
2026
Q1 		– Sell
-39
Closed -$505 – 3549
2025
Q4 		$505 Hold
39
– – ﹤0.01% 3231
2025
Q3 		$444 Hold
39
– – ﹤0.01% 3205
2025
Q2 		$427 Buy
+39
New +$376 ﹤0.01% 3124
2023
Q3 		– Sell
-89
Closed -$918 – 3262
2023
Q2 		$918 Buy
89
+78
+709% +$705 ﹤0.01% 2990
2023
Q1 		$165 Sell
11
-218
-95% -$2.95K ﹤0.01% 3209
2022
Q4 		$2.28K Hold
229
– – ﹤0.01% 2768
2022
Q3 		$2K Buy
229
+17
+8% +$165 ﹤0.01% 2803
2022
Q2 		$2K Sell
212
-414
-66% -$5.05K ﹤0.01% 2767
2022
Q1 		$10K Sell
626
-44
-7% -$616 ﹤0.01% 2161
2021
Q4 		$10K Sell
670
-1,488
-69% -$24.8K ﹤0.01% 2128
2021
Q3 		$40K Buy
2,158
+1,946
+918% +$52.7K ﹤0.01% 1427
2021
Q2 		$9K Hold
212
– – ﹤0.01% 2040
2021
Q1 		$8K Buy
+212
New +$10.5K ﹤0.01% 1956

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
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return