Marshall Wace’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Marshall Wace’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-16,200	Closed	-$609K	–	3123
2022 Q3	$609K	Buy	+16,200	New	+$651K	﹤0.01%	2643
2022 Q2	–	Sell	-83,552	Closed	-$3.91M	–	3597
2022 Q1	$3.91M	Buy	+83,552	New	+$3.64M	0.01%	1571
2021 Q4	–	Sell	-16,529	Closed	-$605K	–	4021
2021 Q3	$605K	Buy	+16,529	New	+$616K	﹤0.01%	2301

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's GUNR Position: Q4 2022 in Review

Marshall Wace sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q4 2022, closing a stake of 16,200 shares — an estimated $609K sold.

Marshall Wace first reported a position in GUNR in Q3 2021 and held it in 3 quarters. The position peaked at $3.91M in Q1 2022. 276 funds tracked by Wall St. Rank hold GUNR as of Q4 2022.

Marshall Wace reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q4 2022 after selling out during the quarter.
Marshall Wace sold 16,200 FlexShares Global Upstream Natural Resources Index Fund shares in Q4 2022, an estimated $609K.
Marshall Wace first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q3 2021 and held it in 3 quarters.
Marshall Wace's FlexShares Global Upstream Natural Resources Index Fund position peaked at $3.91M in Q1 2022.
276 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q4 2022.

Based on Marshall Wace's 13F filing for Q4 2022, filed 14 Feb 2023.