MSL
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Mackay Shields LLC’s Workiva WK Stock Holding History

Mackay Shields LLC’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,900
Closed -$521K – 1332
2021
Q1 		$521K Sell
5,900
-400
-6% -$39.6K ﹤0.01% 1198
2020
Q4 		$577K Sell
6,300
-6,600
-51% -$464K ﹤0.01% 1216
2020
Q3 		$719K Buy
12,900
+1,400
+12% +$77.9K ﹤0.01% 1106
2020
Q2 		$615K Buy
11,500
+400
+4% +$16.4K ﹤0.01% 1156
2020
Q1 		$359K Buy
+11,100
New +$461K ﹤0.01% 1193
2019
Q4 		– Sell
-42,827
Closed -$1.88M – 1473
2019
Q3 		$1.88M Buy
42,827
+17,600
+70% +$927K 0.01% 925
2019
Q2 		$1.47M Buy
25,227
+18,927
+300% +$1.01M 0.01% 1019
2019
Q1 		$320K Hold
6,300
– – ﹤0.01% 1263
2018
Q4 		$226K Sell
6,300
-5,200
-45% -$183K ﹤0.01% 1294
2018
Q3 		$454K Buy
+11,500
New +$358K ﹤0.01% 1015

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return