Marshall Wace
SR icon

Marshall Wace’s Spire SR Stock Holding History

Marshall Wace’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-117,030
Closed -$7.42M – 2657
2023
Q2 		$7.42M Buy
+117,030
New +$7.85M 0.01% 864
2020
Q4 		– Sell
-96,880
Closed -$5.15M – 2153
2020
Q3 		$5.15M Buy
96,880
+86,381
+823% +$5.15M 0.03% 506
2020
Q2 		$690K Buy
+10,499
New +$748K ﹤0.01% 1104
2015
Q4 		– Sell
-170,174
Closed -$9.28M – 1111
2015
Q3 		$9.28M Sell
170,174
-61,233
-26% -$3.26M 0.11% 191
2015
Q2 		$12M Buy
231,407
+2,249
+1% +$117K 0.16% 152
2015
Q1 		$11.7M Sell
229,158
-2,127
-0.9% -$112K 0.15% 170
2014
Q4 		$12.3M Sell
231,285
-236,550
-51% -$11.9M 0.16% 162
2014
Q3 		$21.7M Sell
467,835
-396,906
-46% -$19M 0.31% 98
2014
Q2 		$42M Buy
+864,741
New +$40.4M 0.62% 32

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return