Marshall Wace
III icon

Marshall Wace’s Information Services Group III Stock Holding History

Marshall Wace’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,300
Closed -$107K – 2917
2025
Q1 		$107K Buy
27,300
+14,991
+122% +$49.2K ﹤0.01% 2493
2024
Q4 		$41.1K Buy
+12,309
New +$41.1K ﹤0.01% 2495
2022
Q1 		– Sell
-34,822
Closed -$265K – 3679
2021
Q4 		$265K Sell
34,822
-543,285
-94% -$4.37M ﹤0.01% 3071
2021
Q3 		$4.15M Buy
578,107
+206,017
+55% +$1.37M 0.02% 1048
2021
Q2 		$2.18M Buy
372,090
+304,043
+447% +$1.57M 0.01% 1366
2021
Q1 		$299K Buy
+68,047
New +$261K ﹤0.01% 2130

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return