UMB Bank’s MediaAlpha MAX Stock Holding History

UMB Bank’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
2022 Q2	–	Sell	-792	Closed	-$13K	–	1985
2022 Q1	$13K	Buy	+792	New	+$11.1K	﹤0.01%	1405

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

ACM

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

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

NCM

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

Norges Bank Oslo, Norway $935B AUM

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

UMB Bank's MAX Position: Q2 2022 in Review

UMB Bank sold out of MediaAlpha (MAX) in Q2 2022, closing a stake of 792 shares — an estimated $13K sold.

UMB Bank first reported a position in MAX in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 89 funds tracked by Wall St. Rank hold MAX as of Q2 2022.

UMB Bank reported no remaining MediaAlpha position as of Q2 2022 after selling out during the quarter.
UMB Bank sold 792 MediaAlpha shares in Q2 2022, an estimated $13K.
UMB Bank first reported a position in MediaAlpha in Q1 2022 and held it in 1 quarter.
UMB Bank's MediaAlpha position peaked at $13K in Q1 2022.
89 funds tracked by Wall St. Rank held MediaAlpha as of Q2 2022.

Based on UMB Bank's 13F filing for Q2 2022, filed 20 Jul 2022.