Marshall Wace
SMID icon

Marshall Wace’s Smith-Midland SMID Stock Holding History

Marshall Wace’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,514
Closed -$296K – 3142
2025
Q1 		$296K Buy
9,514
+2,776
+41% +$102K ﹤0.01% 2274
2024
Q4 		$300K Buy
+6,738
New +$268K ﹤0.01% 2233
2024
Q3 		– Sell
-9,265
Closed -$257K – 2957
2024
Q2 		$257K Buy
9,265
+1,654
+22% +$60.5K ﹤0.01% 2217
2024
Q1 		$358K Buy
+7,611
New +$310K ﹤0.01% 2050

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return