Marshall Wace
HBB icon

Marshall Wace’s Hamilton Beach Brands HBB Stock Holding History

Marshall Wace’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-49,190
Closed -$956K – 2892
2025
Q1 		$956K Buy
+49,190
New +$885K ﹤0.01% 1800
2024
Q2 		– Sell
-29,653
Closed -$722K – 2729
2024
Q1 		$722K Buy
+29,653
New +$575K ﹤0.01% 1785
2021
Q3 		– Sell
-9,884
Closed -$220K – 3207
2021
Q2 		$220K Sell
9,884
-18,148
-65% -$396K ﹤0.01% 2418
2021
Q1 		$508K Buy
28,032
+16,565
+144% +$301K ﹤0.01% 1932
2020
Q4 		$201K Sell
11,467
-2,577
-18% -$50.7K ﹤0.01% 1747
2020
Q3 		$273K Buy
+14,044
New +$241K ﹤0.01% 1392
2019
Q4 		– Sell
-14,773
Closed -$239K – 1848
2019
Q3 		$239K Buy
+14,773
New +$228K ﹤0.01% 1252

Other funds holding HBB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return