Marshall Wace
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Marshall Wace’s Climb Global Solutions CLMB Stock Holding History

Marshall Wace’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,800
Closed -$294K – 2619
2024
Q3 		$294K Buy
+11,800
New +$236K ﹤0.01% 2152
2023
Q3 		– Sell
-20,308
Closed -$243K – 2250
2023
Q2 		$243K Buy
+20,308
New +$247K ﹤0.01% 2196

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's CLMB Position: Q4 2024 in Review

Marshall Wace sold out of Climb Global Solutions (CLMB) in Q4 2024, closing a stake of 11,800 shares — an estimated $294K sold.

Marshall Wace first reported a position in CLMB in Q2 2023 and held it in 2 quarters. The position peaked at $294K in Q3 2024. 124 funds tracked by Wall St. Rank hold CLMB as of Q4 2024.

  • Marshall Wace reported no remaining Climb Global Solutions position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 11,800 Climb Global Solutions shares in Q4 2024, an estimated $294K.
  • Marshall Wace first reported a position in Climb Global Solutions in Q2 2023 and held it in 2 quarters.
  • Marshall Wace's Climb Global Solutions position peaked at $294K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Climb Global Solutions as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.