Marshall Wace
LRFC

Marshall Wace’s Logan Ridge Finance Corp LRFC Stock Holding History

Marshall Wace’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,172
Closed -$166K – 1880
2019
Q4 		$166K Buy
+3,172
New +$162K ﹤0.01% 1381

Other funds holding LRFC

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's LRFC Position: Q1 2020 in Review

Marshall Wace sold out of Logan Ridge Finance Corp (LRFC) in Q1 2020, closing a stake of 3,172 shares — an estimated $166K sold.

Marshall Wace first reported a position in LRFC in Q4 2019 and held it in 1 quarter. The position peaked at $166K in Q4 2019. 37 funds tracked by Wall St. Rank hold LRFC as of Q1 2020.

  • Marshall Wace reported no remaining Logan Ridge Finance Corp position as of Q1 2020 after selling out during the quarter.
  • Marshall Wace sold 3,172 Logan Ridge Finance Corp shares in Q1 2020, an estimated $166K.
  • Marshall Wace first reported a position in Logan Ridge Finance Corp in Q4 2019 and held it in 1 quarter.
  • Marshall Wace's Logan Ridge Finance Corp position peaked at $166K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q1 2020.

Based on Marshall Wace's 13F filing for Q1 2020, filed 15 May 2020.