Marshall Wace’s Escalade ESCA Stock Holding History

Marshall Wace’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,369	Closed	-$70K	–	3517
2021 Q4	$70K	Buy	+4,369	New	+$78.8K	﹤0.01%	3479
2020 Q4	–	Sell	-16,793	Closed	-$307K	–	1945
2020 Q3	$307K	Buy	+16,793	New	+$282K	﹤0.01%	1363

Other funds holding ESCA

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

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

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

ETM

Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return

Marshall Wace's ESCA Position: Q1 2022 in Review

Marshall Wace sold out of Escalade (ESCA) in Q1 2022, closing a stake of 4,369 shares — an estimated $70K sold.

Marshall Wace first reported a position in ESCA in Q3 2020 and held it in 2 quarters. The position peaked at $307K in Q3 2020. 55 funds tracked by Wall St. Rank hold ESCA as of Q1 2022.

Marshall Wace reported no remaining Escalade position as of Q1 2022 after selling out during the quarter.
Marshall Wace sold 4,369 Escalade shares in Q1 2022, an estimated $70K.
Marshall Wace first reported a position in Escalade in Q3 2020 and held it in 2 quarters.
Marshall Wace's Escalade position peaked at $307K in Q3 2020.
55 funds tracked by Wall St. Rank held Escalade as of Q1 2022.

Based on Marshall Wace's 13F filing for Q1 2022, filed 16 May 2022.