MWNA
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Marshall Wace North America’s Calix CALX Stock Holding History

Marshall Wace North America’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$9.28M Sell
187,663
-23,918
-11% -$1.1M 0.04% 371
2021
Q2 		$10.1M Buy
211,581
+11,441
+6% +$502K 0.04% 376
2021
Q1 		$6.94M Sell
200,140
-47,087
-19% -$1.74M 0.03% 480
2020
Q4 		$7.36M Buy
+247,227
New +$6.1M 0.03% 449
2019
Q4 		– Sell
-35,436
Closed -$226K – 1312
2019
Q3 		$226K Buy
+35,436
New +$223K ﹤0.01% 944
2018
Q3 		– Sell
-21,881
Closed -$171K – 958
2018
Q2 		$171K Buy
+21,881
New +$154K ﹤0.01% 1291

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return