Marshall Wace
LFT

Marshall Wace’s Lument Finance Trust LFT Stock Holding History

Marshall Wace’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-30,315
Closed -$72K – 3591
2022
Q2 		$72K Sell
30,315
-19,644
-39% -$50.6K ﹤0.01% 3305
2022
Q1 		$137K Buy
+49,959
New +$158K ﹤0.01% 3155

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Marshall Wace's LFT Position: Q3 2022 in Review

Marshall Wace sold out of Lument Finance Trust (LFT) in Q3 2022, closing a stake of 30,315 shares — an estimated $72K sold.

Marshall Wace first reported a position in LFT in Q1 2022 and held it in 2 quarters. The position peaked at $137K in Q1 2022. 28 funds tracked by Wall St. Rank hold LFT as of Q3 2022.

  • Marshall Wace reported no remaining Lument Finance Trust position as of Q3 2022 after selling out during the quarter.
  • Marshall Wace sold 30,315 Lument Finance Trust shares in Q3 2022, an estimated $72K.
  • Marshall Wace first reported a position in Lument Finance Trust in Q1 2022 and held it in 2 quarters.
  • Marshall Wace's Lument Finance Trust position peaked at $137K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Lument Finance Trust as of Q3 2022.

Based on Marshall Wace's 13F filing for Q3 2022, filed 14 Nov 2022.