Marshall Wace
LBRT icon

Marshall Wace’s Liberty Energy LBRT Stock Holding History

Marshall Wace’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-273,932
Closed -$3.66M – 2506
2023
Q2 		$3.66M Sell
273,932
-475,924
-63% -$6.17M 0.01% 1153
2023
Q1 		$9.61M Buy
749,856
+537,051
+252% +$7.94M 0.02% 726
2022
Q4 		$3.41M Buy
+212,805
New +$3.38M 0.01% 1438
2022
Q3 		– Sell
-191,516
Closed -$2.44M – 3638
2022
Q2 		$2.44M Buy
191,516
+135,568
+242% +$2.13M 0.01% 1854
2022
Q1 		$829K Buy
+55,948
New +$716K ﹤0.01% 2529
2020
Q1 		– Sell
-113,576
Closed -$1.26M – 1871
2019
Q4 		$1.26M Buy
113,576
+99,462
+705% +$943K 0.01% 928
2019
Q3 		$153K Sell
14,114
-379
-3% -$4.65K ﹤0.01% 1330
2019
Q2 		$234K Buy
14,493
+5,443
+60% +$83.4K ﹤0.01% 1219
2019
Q1 		$139K Buy
9,050
+4,425
+96% +$67.8K ﹤0.01% 1391
2018
Q4 		$60K Buy
+4,625
New +$83.9K ﹤0.01% 1429
2018
Q3 		– Sell
-41,127
Closed -$770K – 1226
2018
Q2 		$770K Buy
+41,127
New +$806K 0.01% 538

Other funds holding LBRT

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return