Marshall Wace

Marshall Wace’s Stagwell STGW Stock Holding History

Marshall Wace’s Portfolio STGW Stock Details STGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-253,313	Closed	-$1.24M	–	3663
2025 Q4	$1.24M	Sell	253,313 -66,954	-21%	-$348K	﹤0.01%	1825
2025 Q3	$1.8M	Buy	+320,267	New	+$1.7M	﹤0.01%	1665
2025 Q2	–	Sell	-25,062	Closed	-$152K	–	3163
2025 Q1	$152K	Buy	25,062 +3,562	+17%	+$22.4K	﹤0.01%	2445
2024 Q4	$141K	Buy	+21,500	New	+$153K	﹤0.01%	2405
2023 Q3	–	Sell	-68,670	Closed	-$495K	–	2715
2023 Q2	$495K	Sell	68,670 -257,032	-79%	-$1.7M	﹤0.01%	1992
2023 Q1	$2.42M	Buy	+325,702	New	+$2.28M	0.01%	1353
2022 Q3	–	Sell	-55,171	Closed	-$299K	–	3855
2022 Q2	$299K	Sell	55,171 -72,340	-57%	-$512K	﹤0.01%	3032
2022 Q1	$923K	Sell	127,511 -203,095	-61%	-$1.52M	﹤0.01%	2491
2021 Q4	$2.87M	Buy	+330,606	New	+$2.84M	0.01%	1817
2016 Q3	–	Sell	-10,617	Closed	-$194K	–	1129
2016 Q2	$194K	Buy	+10,617	New	+$204K	﹤0.01%	946

Other funds holding STGW

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

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

ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return