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Wasatch Advisors’s MediaAlpha MAX Stock Holding History

Wasatch Advisors’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
2021
Q3 		– Sell
-260,069
Closed -$10.9M – 286
2021
Q2 		$10.9M Sell
260,069
-255,539
-50% -$10.2M 0.04% 204
2021
Q1 		$18.3M Sell
515,608
-158,317
-23% -$7.85M 0.08% 179
2020
Q4 		$26.3M Buy
+673,925
New +$26.1M 0.13% 126

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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors's MAX Position: Q3 2021 in Review

Wasatch Advisors sold out of MediaAlpha (MAX) in Q3 2021, closing a stake of 260,069 shares — an estimated $10.9M sold.

Wasatch Advisors first reported a position in MAX in Q4 2020 and held it in 3 quarters. The position peaked at $26.3M in Q4 2020. 89 funds tracked by Wall St. Rank hold MAX as of Q3 2021.

  • Wasatch Advisors reported no remaining MediaAlpha position as of Q3 2021 after selling out during the quarter.
  • Wasatch Advisors sold 260,069 MediaAlpha shares in Q3 2021, an estimated $10.9M.
  • Wasatch Advisors first reported a position in MediaAlpha in Q4 2020 and held it in 3 quarters.
  • Wasatch Advisors's MediaAlpha position peaked at $26.3M in Q4 2020.
  • 89 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2021.

Based on Wasatch Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.