Sumitomo Mitsui Trust Group’s MediaAlpha MAX Stock Holding History

Sumitomo Mitsui Trust 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
2023 Q2	–	Sell	-15,792	Closed	-$237K	–	1155
2023 Q1	$237K	Sell	15,792 -8,722	-36%	-$118K	﹤0.01%	1123
2022 Q4	$244K	Hold	24,514	–	–	﹤0.01%	1162
2022 Q3	$214K	Hold	24,514	–	–	﹤0.01%	1186
2022 Q2	$241K	Hold	24,514	–	–	﹤0.01%	1188
2022 Q1	$406K	Hold	24,514	–	–	﹤0.01%	1125
2021 Q4	$378K	Hold	24,514	–	–	﹤0.01%	1118
2021 Q3	$458K	Buy	24,514 +11,714	+92%	+$317K	﹤0.01%	1106
2021 Q2	$539K	Buy	12,800 +4,743	+59%	+$190K	﹤0.01%	1104
2021 Q1	$285K	Buy	+8,057	New	+$399K	﹤0.01%	1118

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

ACM

Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MAX Position: Q2 2023 in Review

Sumitomo Mitsui Trust Group sold out of MediaAlpha (MAX) in Q2 2023, closing a stake of 15,792 shares — an estimated $237K sold.

Sumitomo Mitsui Trust Group first reported a position in MAX in Q1 2021 and held it in 9 quarters. The position peaked at $539K in Q2 2021. 94 funds tracked by Wall St. Rank hold MAX as of Q2 2023.

Sumitomo Mitsui Trust Group reported no remaining MediaAlpha position as of Q2 2023 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 15,792 MediaAlpha shares in Q2 2023, an estimated $237K.
Sumitomo Mitsui Trust Group first reported a position in MediaAlpha in Q1 2021 and held it in 9 quarters.
Sumitomo Mitsui Trust Group's MediaAlpha position peaked at $539K in Q2 2021.
94 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2023, filed 31 Jul 2023.