Marshall Wace’s Nikola Corporation Common Stock NKLA Stock Holding History

Marshall Wace’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-528	Closed	-$19.2K	–	3069
2023 Q1	$19.2K	Buy	528 +136	+35%	+$8.92K	﹤0.01%	2576
2022 Q4	$25.4K	Buy	+392	New	+$32.8K	﹤0.01%	2863
2022 Q1	–	Sell	-16,172	Closed	-$4.79M	–	4155
2021 Q4	$4.79M	Buy	+16,172	New	+$5.39M	0.01%	1389
2020 Q3	–	Sell	-139	Closed	-$281K	–	1993
2020 Q2	$281K	Buy	+139	New	+$134K	﹤0.01%	1344
2020 Q1	–	Sell	-13,333	Closed	-$4.13M	–	2140
2019 Q4	$4.13M	Hold	13,333	–	–	0.03%	593
2019 Q3	$4.08M	Hold	13,333	–	–	0.03%	559
2019 Q2	$4.05M	Hold	13,333	–	–	0.03%	549
2019 Q1	$400K	Hold	13,333	–	–	﹤0.01%	1198
2018 Q4	$3.88M	Buy	+13,333	New	+$3.85M	0.04%	525

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace's NKLA Position: Q2 2023 in Review

Marshall Wace sold out of Nikola Corporation Common Stock (NKLA) in Q2 2023, closing a stake of 528 shares — an estimated $19.2K sold.

Marshall Wace first reported a position in NKLA in Q4 2018 and held it in 9 quarters. The position peaked at $4.79M in Q4 2021. 249 funds tracked by Wall St. Rank hold NKLA as of Q2 2023.

Marshall Wace reported no remaining Nikola Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
Marshall Wace sold 528 Nikola Corporation Common Stock shares in Q2 2023, an estimated $19.2K.
Marshall Wace first reported a position in Nikola Corporation Common Stock in Q4 2018 and held it in 9 quarters.
Marshall Wace's Nikola Corporation Common Stock position peaked at $4.79M in Q4 2021.
249 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2023.

Based on Marshall Wace's 13F filing for Q2 2023, filed 14 Aug 2023.