Marshall Wace’s Universal Stainless & Alloy USAP Stock Holding History

Marshall Wace’s Portfolio USAP Stock Details USAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,707	Closed	-$1.04M	–	3206
2024 Q4	$1.04M	Sell	23,707 -8,820	-27%	-$381K	﹤0.01%	1711
2024 Q3	$1.26M	Sell	32,527 -29,692	-48%	-$1.06M	﹤0.01%	1556
2024 Q2	$1.7M	Sell	62,219 -28,095	-31%	-$828K	﹤0.01%	1451
2024 Q1	$2.02M	Buy	90,314 +12,653	+16%	+$256K	﹤0.01%	1361
2023 Q4	$1.56M	Buy	77,661 +47,158	+155%	+$712K	﹤0.01%	1324
2023 Q3	$400K	Buy	+30,503	New	+$429K	﹤0.01%	1788
2022 Q2	–	Sell	-26,398	Closed	-$229K	–	3950
2022 Q1	$229K	Buy	+26,398	New	+$241K	﹤0.01%	3053
2019 Q2	–	Sell	-35,879	Closed	-$595K	–	1933
2019 Q1	$595K	Buy	+35,879	New	+$615K	0.01%	1087
2018 Q4	–	Sell	-34,704	Closed	-$885K	–	1858
2018 Q3	$885K	Buy	+34,704	New	+$957K	0.01%	835

Other funds holding USAP

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Marshall Wace's USAP Position: Q1 2025 in Review

Marshall Wace sold out of Universal Stainless & Alloy (USAP) in Q1 2025, closing a stake of 23,707 shares — an estimated $1.04M sold.

Marshall Wace first reported a position in USAP in Q3 2018 and held it in 9 quarters. The position peaked at $2.02M in Q1 2024. 2 funds tracked by Wall St. Rank hold USAP as of Q1 2025.

Marshall Wace reported no remaining Universal Stainless & Alloy position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 23,707 Universal Stainless & Alloy shares in Q1 2025, an estimated $1.04M.
Marshall Wace first reported a position in Universal Stainless & Alloy in Q3 2018 and held it in 9 quarters.
Marshall Wace's Universal Stainless & Alloy position peaked at $2.02M in Q1 2024.
2 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.