Marshall Wace

Marshall Wace’s CSW Industrials CSW Stock Holding History

Marshall Wace’s Portfolio CSW Stock Details CSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Buy	+1,120	New	+$326K	﹤0.01%	2660
2023 Q3	–	Sell	-5,000	Closed	-$831K	–	2293
2023 Q2	$831K	Buy	+5,000	New	+$722K	﹤0.01%	1799
2023 Q1	–	Sell	-3,246	Closed	-$376K	–	2756
2022 Q4	$376K	Buy	3,246 +1,248	+62%	+$149K	﹤0.01%	2486
2022 Q3	$240K	Sell	1,998 -10,148	-84%	-$1.24M	﹤0.01%	3028
2022 Q2	$1.25M	Buy	12,146 +8,257	+212%	+$880K	﹤0.01%	2310
2022 Q1	$458K	Buy	+3,889	New	+$458K	﹤0.01%	2814
2019 Q1	–	Sell	-900	Closed	-$44K	–	1769
2018 Q4	$44K	Buy	+900	New	+$44.7K	﹤0.01%	1461
2018 Q2	–	Sell	-7,600	Closed	-$342K	–	725
2018 Q1	$342K	Buy	+7,600	New	+$354K	0.01%	442

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return