ZIM
MAX icon

Zacks Investment Management’s MediaAlpha MAX Stock Holding History

Zacks Investment Management’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
2025
Q1 		– Sell
-20,776
Closed -$235K – 715
2024
Q4 		$235K Buy
20,776
+11
+0.1% +$158 ﹤0.01% 600
2024
Q3 		$376K Buy
+20,765
New +$331K ﹤0.01% 525

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
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Zacks Investment Management's MAX Position: Q1 2025 in Review

Zacks Investment Management sold out of MediaAlpha (MAX) in Q1 2025, closing a stake of 20,776 shares — an estimated $235K sold.

Zacks Investment Management first reported a position in MAX in Q3 2024 and held it in 2 quarters. The position peaked at $376K in Q3 2024. 144 funds tracked by Wall St. Rank hold MAX as of Q1 2025.

  • Zacks Investment Management reported no remaining MediaAlpha position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 20,776 MediaAlpha shares in Q1 2025, an estimated $235K.
  • Zacks Investment Management first reported a position in MediaAlpha in Q3 2024 and held it in 2 quarters.
  • Zacks Investment Management's MediaAlpha position peaked at $376K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.