Marshall Wace’s Custom Truck One Source CTOS Stock Holding History

Marshall Wace’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-57,843	Closed	-$278K	–	2700
2024 Q4	$278K	Buy	+57,843	New	+$262K	﹤0.01%	2252
2022 Q3	–	Sell	-120,392	Closed	-$676K	–	3408
2022 Q2	$676K	Buy	+120,392	New	+$767K	﹤0.01%	2647
2021 Q2	–	Sell	-76,665	Closed	-$717K	–	2717
2021 Q1	$717K	Buy	76,665 +39,565	+107%	+$322K	﹤0.01%	1802
2020 Q4	$273K	Buy	+37,100	New	+$188K	﹤0.01%	1674
2019 Q2	–	Sell	-499,995	Closed	-$5.09M	–	1432
2019 Q1	$5.09M	Hold	499,995	–	–	0.05%	470
2018 Q4	$5M	Hold	499,995	–	–	0.05%	437
2018 Q3	$500K	Buy	+499,995	New	+$4.94M	﹤0.01%	925

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Marshall Wace's CTOS Position: Q1 2025 in Review

Marshall Wace sold out of Custom Truck One Source (CTOS) in Q1 2025, closing a stake of 57,843 shares — an estimated $278K sold.

Marshall Wace first reported a position in CTOS in Q3 2018 and held it in 7 quarters. The position peaked at $5.09M in Q1 2019. 141 funds tracked by Wall St. Rank hold CTOS as of Q1 2025.

Marshall Wace reported no remaining Custom Truck One Source position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 57,843 Custom Truck One Source shares in Q1 2025, an estimated $278K.
Marshall Wace first reported a position in Custom Truck One Source in Q3 2018 and held it in 7 quarters.
Marshall Wace's Custom Truck One Source position peaked at $5.09M in Q1 2019.
141 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2025.

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