Marshall Wace

Marshall Wace’s Standard Motor Products SMP Stock Holding History

Marshall Wace’s Portfolio SMP Stock Details SMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3M	Buy	86,338 +9,956	+13%	+$393K	﹤0.01%	1566
2025 Q4	$2.81M	Buy	76,382 +20,212	+36%	+$776K	﹤0.01%	1417
2025 Q3	$2.29M	Sell	56,170 -20,957	-27%	-$768K	﹤0.01%	1548
2025 Q2	$2.37M	Buy	77,127 +47,028	+156%	+$1.3M	﹤0.01%	1478
2025 Q1	$750K	Buy	+30,099	New	+$883K	﹤0.01%	1905
2022 Q2	–	Sell	-5,023	Closed	-$217K	–	3894
2022 Q1	$217K	Sell	5,023 -19,844	-80%	-$930K	﹤0.01%	3075
2021 Q4	$1.3M	Sell	24,867 -3,340	-12%	-$168K	﹤0.01%	2334
2021 Q3	$1.23M	Buy	+28,207	New	+$1.21M	0.01%	1887
2021 Q2	–	Sell	-55,179	Closed	-$2.29M	–	3093
2021 Q1	$2.29M	Buy	+55,179	New	+$2.34M	0.01%	1258
2020 Q4	–	Sell	-52,864	Closed	-$2.36M	–	2157
2020 Q3	$2.36M	Buy	52,864 +34,776	+192%	+$1.54M	0.02%	764
2020 Q2	$745K	Buy	+18,088	New	+$732K	0.01%	1085
2019 Q4	–	Sell	-37,948	Closed	-$1.84M	–	2026
2019 Q3	$1.84M	Buy	+37,948	New	+$1.74M	0.02%	794
2016 Q1	–	Sell	-33,278	Closed	-$1.27M	–	1182
2015 Q4	$1.27M	Buy	+33,278	New	+$1.33M	0.01%	660

Other funds holding SMP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return