MWNA
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Marshall Wace North America’s Shift4 FOUR Stock Holding History

Marshall Wace North America’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$16.8M Buy
216,470
+209,209
+2,881% +$18M 0.07% 262
2021
Q2 		$681K Buy
+7,261
New +$685K ﹤0.01% 1103
2020
Q3 		– Sell
-52,660
Closed -$1.87M – 1300
2020
Q2 		$1.87M Buy
+52,660
New +$1.92M 0.01% 609

Other funds holding FOUR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Marshall Wace North America's FOUR Position: Q3 2021 in Review

Marshall Wace North America increased its Shift4 (FOUR) stake by 2,881% in Q3 2021, buying an estimated $18M and bringing the position to 216,470 shares worth $16.8M. The position accounts for 0.07% of the portfolio, ranked #262.

Marshall Wace North America first reported a position in FOUR in Q2 2020 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold FOUR as of Q3 2021.

  • Marshall Wace North America held 216,470 shares of Shift4 worth $16.8M as of Q3 2021.
  • Marshall Wace North America bought 209,209 Shift4 shares in Q3 2021, an estimated $18M.
  • Shift4 made up 0.07% of Marshall Wace North America's portfolio in Q3 2021, its #262 holding.
  • Marshall Wace North America first reported a position in Shift4 in Q2 2020 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Shift4 as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.