Marshall Wace
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Marshall Wace’s StepStone Group STEP Stock Holding History

Marshall Wace’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35,931
Closed -$1.88M – 3162
2025
Q1 		$1.88M Buy
+35,931
New +$2.11M ﹤0.01% 1494
2023
Q3 		– Sell
-45,304
Closed -$1.12M – 2714
2023
Q2 		$1.12M Buy
+45,304
New +$1.04M ﹤0.01% 1664
2022
Q1 		– Sell
-21,149
Closed -$880K – 4061
2021
Q4 		$880K Buy
+21,149
New +$934K ﹤0.01% 2534
2021
Q3 		– Sell
-163,033
Closed -$5.61M – 3462
2021
Q2 		$5.61M Sell
163,033
-37,586
-19% -$1.25M 0.03% 782
2021
Q1 		$7.08M Buy
+200,619
New +$7.06M 0.04% 634

Other funds holding STEP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return