Stifel Financial
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Stifel Financial’s MediaAlpha MAX Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-64,716
Closed -$852K – 3425
2024
Q2 		$852K Sell
64,716
-204
-0.3% -$3.75K ﹤0.01% 2270
2024
Q1 		$1.32M Buy
64,920
+6,465
+11% +$103K ﹤0.01% 2016
2023
Q4 		$652K Sell
58,455
-9,675
-14% -$95.8K ﹤0.01% 2422
2023
Q3 		$563K Sell
68,130
-847
-1% -$7.56K ﹤0.01% 2434
2023
Q2 		$711K Buy
68,977
+2,024
+3% +$18.3K ﹤0.01% 2303
2023
Q1 		$1M Buy
66,953
+8,145
+14% +$110K ﹤0.01% 2057
2022
Q4 		$585K Sell
58,808
-12,354
-17% -$136K ﹤0.01% 2383
2022
Q3 		$623K Buy
71,162
+16,927
+31% +$165K ﹤0.01% 2300
2022
Q2 		$534K Sell
54,235
-527
-1% -$6.43K ﹤0.01% 2421
2022
Q1 		$906K Sell
54,762
-6,469
-11% -$90.5K ﹤0.01% 2185
2021
Q4 		$945K Sell
61,231
-6,491
-10% -$108K ﹤0.01% 2172
2021
Q3 		$1.26M Sell
67,722
-1,123
-2% -$30.4K ﹤0.01% 1904
2021
Q2 		$2.9M Sell
68,845
-444
-0.6% -$17.8K ﹤0.01% 1358
2021
Q1 		$2.46M Buy
+69,289
New +$3.44M ﹤0.01% 1394

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Stifel Financial's MAX Position: Q3 2024 in Review

Stifel Financial sold out of MediaAlpha (MAX) in Q3 2024, closing a stake of 64,716 shares — an estimated $852K sold.

Stifel Financial first reported a position in MAX in Q1 2021 and held it in 14 quarters. The position peaked at $2.9M in Q2 2021. 151 funds tracked by Wall St. Rank hold MAX as of Q3 2024.

  • Stifel Financial reported no remaining MediaAlpha position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 64,716 MediaAlpha shares in Q3 2024, an estimated $852K.
  • Stifel Financial first reported a position in MediaAlpha in Q1 2021 and held it in 14 quarters.
  • Stifel Financial's MediaAlpha position peaked at $2.9M in Q2 2021.
  • 151 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.