Marshall Wace’s Lotus Technology LOT Stock Holding History

Marshall Wace’s Portfolio LOT Stock Details LOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,800	Closed	-$25.3K	–	3267
2025 Q1	$25.3K	Sell	15,800 -1,600	-9%	-$4.02K	﹤0.01%	2559
2024 Q4	$63.3K	Buy	+17,400	New	+$73.7K	﹤0.01%	2476

Other funds holding LOT

HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Marshall Wace's LOT Position: Q2 2025 in Review

Marshall Wace sold out of Lotus Technology (LOT) in Q2 2025, closing a stake of 15,800 shares — an estimated $25.3K sold.

Marshall Wace first reported a position in LOT in Q4 2024 and held it in 2 quarters. The position peaked at $63.3K in Q4 2024. 11 funds tracked by Wall St. Rank hold LOT as of Q2 2025.

Marshall Wace reported no remaining Lotus Technology position as of Q2 2025 after selling out during the quarter.
Marshall Wace sold 15,800 Lotus Technology shares in Q2 2025, an estimated $25.3K.
Marshall Wace first reported a position in Lotus Technology in Q4 2024 and held it in 2 quarters.
Marshall Wace's Lotus Technology position peaked at $63.3K in Q4 2024.
11 funds tracked by Wall St. Rank held Lotus Technology as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.