MWNA
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Marshall Wace North America’s Box BOX Stock Holding History

Marshall Wace North America’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-113,284
Closed -$2.89M – 1446
2021
Q2 		$2.89M Sell
113,284
-200,931
-64% -$4.68M 0.01% 701
2021
Q1 		$7.21M Buy
+314,215
New +$6.12M 0.03% 470
2018
Q2 		– Sell
-86,747
Closed -$1.78M – 1400
2018
Q1 		$1.78M Buy
+86,747
New +$1.87M 0.01% 837
2017
Q3 		– Sell
-138,090
Closed -$2.49M – 1266
2017
Q2 		$2.49M Sell
138,090
-1,192,085
-90% -$21.5M 0.02% 696
2017
Q1 		$21.3M Buy
+1,330,175
New +$22.5M 0.17% 169

Other funds holding BOX

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return