MWNA
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Marshall Wace North America’s Spire SR Stock Holding History

Marshall Wace North America’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-89,714
Closed -$4.77M – 1564
2020
Q3 		$4.77M Buy
+89,714
New +$5.35M 0.03% 402

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Marshall Wace North America's SR Position: Q4 2020 in Review

Marshall Wace North America sold out of Spire (SR) in Q4 2020, closing a stake of 89,714 shares — an estimated $4.77M sold.

Marshall Wace North America first reported a position in SR in Q3 2020 and held it in 1 quarter. The position peaked at $4.77M in Q3 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

  • Marshall Wace North America reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 89,714 Spire shares in Q4 2020, an estimated $4.77M.
  • Marshall Wace North America first reported a position in Spire in Q3 2020 and held it in 1 quarter.
  • Marshall Wace North America's Spire position peaked at $4.77M in Q3 2020.
  • 273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.