Marshall Wace
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Marshall Wace’s CBAK Energy Technology Ltd CBAT Stock Holding History

Marshall Wace’s Portfolio CBAT Stock Details CBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-102,300
Closed -$96.2K – 2653
2024
Q4 		$96.2K Buy
+102,300
New +$102K ﹤0.01% 2445
2024
Q3 		– Sell
-124,698
Closed -$171K – 2541
2024
Q2 		$171K Buy
+124,698
New +$157K ﹤0.01% 2323
2023
Q1 		– Sell
-236,606
Closed -$234K – 2697
2022
Q4 		$234K Sell
236,606
-167,653
-41% -$194K ﹤0.01% 2653
2022
Q3 		$465K Buy
404,259
+5,900
+1% +$7.57K ﹤0.01% 2769
2022
Q2 		$427K Buy
398,359
+90,548
+29% +$105K ﹤0.01% 2872
2022
Q1 		$394K Sell
307,811
-244,618
-44% -$304K ﹤0.01% 2876
2021
Q4 		$862K Buy
552,429
+491,602
+808% +$1.01M ﹤0.01% 2538
2021
Q3 		$142K Sell
60,827
-33,922
-36% -$113K ﹤0.01% 2848
2021
Q2 		$446K Buy
+94,749
New +$423K ﹤0.01% 2179

Other funds holding CBAT

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Marshall Wace's CBAT Position: Q1 2025 in Review

Marshall Wace sold out of CBAK Energy Technology Ltd (CBAT) in Q1 2025, closing a stake of 102,300 shares — an estimated $96.2K sold.

Marshall Wace first reported a position in CBAT in Q2 2021 and held it in 9 quarters. The position peaked at $862K in Q4 2021. 24 funds tracked by Wall St. Rank hold CBAT as of Q1 2025.

  • Marshall Wace reported no remaining CBAK Energy Technology Ltd position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 102,300 CBAK Energy Technology Ltd shares in Q1 2025, an estimated $96.2K.
  • Marshall Wace first reported a position in CBAK Energy Technology Ltd in Q2 2021 and held it in 9 quarters.
  • Marshall Wace's CBAK Energy Technology Ltd position peaked at $862K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.