Marshall Wace
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Marshall Wace’s Safe Bulkers SB Stock Holding History

Marshall Wace’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-248,860
Closed -$888K – 3036
2024
Q4 		$888K Buy
+248,860
New +$1.04M ﹤0.01% 1781
2024
Q3 		– Sell
-53,705
Closed -$313K – 2906
2024
Q2 		$313K Sell
53,705
-766,171
-93% -$4.13M ﹤0.01% 2134
2024
Q1 		$4.07M Buy
+819,876
New +$3.61M 0.01% 1082
2023
Q2 		– Sell
-179,700
Closed -$663K – 2919
2023
Q1 		$663K Buy
+179,700
New +$604K ﹤0.01% 1989
2022
Q4 		– Sell
-208,519
Closed -$516K – 3360
2022
Q3 		$516K Sell
208,519
-279,744
-57% -$946K ﹤0.01% 2718
2022
Q2 		$1.87M Buy
488,263
+230,574
+89% +$984K ﹤0.01% 2048
2022
Q1 		$1.23M Sell
257,689
-284,010
-52% -$1.16M ﹤0.01% 2352
2021
Q4 		$2.04M Sell
541,699
-1,042,401
-66% -$4.25M ﹤0.01% 2027
2021
Q3 		$8.19M Buy
1,584,100
+397,817
+34% +$1.54M 0.03% 673
2021
Q2 		$4.76M Buy
1,186,283
+1,022,091
+622% +$3.58M 0.02% 874
2021
Q1 		$402K Buy
+164,192
New +$387K ﹤0.01% 2027
2020
Q1 		– Sell
-22,556
Closed -$38K – 2006
2019
Q4 		$38K Sell
22,556
-324,022
-93% -$563K ﹤0.01% 1567
2019
Q3 		$607K Buy
346,578
+34,685
+11% +$67.6K ﹤0.01% 1054
2019
Q2 		$486K Sell
311,893
-86,787
-22% -$135K ﹤0.01% 1090
2019
Q1 		$582K Sell
398,680
-138,988
-26% -$230K 0.01% 1092
2018
Q4 		$957K Sell
537,668
-154,290
-22% -$349K 0.01% 927
2018
Q3 		$1.99M Buy
+691,958
New +$2.13M 0.02% 680

Other funds holding SB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Marshall Wace's SB Position: Q1 2025 in Review

Marshall Wace sold out of Safe Bulkers (SB) in Q1 2025, closing a stake of 248,860 shares — an estimated $888K sold.

Marshall Wace first reported a position in SB in Q3 2018 and held it in 17 quarters. The position peaked at $8.19M in Q3 2021. 140 funds tracked by Wall St. Rank hold SB as of Q1 2025.

  • Marshall Wace reported no remaining Safe Bulkers position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 248,860 Safe Bulkers shares in Q1 2025, an estimated $888K.
  • Marshall Wace first reported a position in Safe Bulkers in Q3 2018 and held it in 17 quarters.
  • Marshall Wace's Safe Bulkers position peaked at $8.19M in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.