Ownership history in MARSHALL WACE, LLP Β· 9 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in LOANDEPOT INC -A (LDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MARSHALL WACE, LLP underperformed the S&P 500 by β47.4% annually on this LDI position. Timing score: 12% (1/8 decisions correct). Average cost basis: $3.85. Maximum drawdown during holding period: β93.5%.
β Significantly underperformed the S&P 500 by 47.4% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 8 add/trim decisions correct
Best entry: $2.04 (2024 Q4) Β· Worst: $18.33 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 3 trims. Bought during 3 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size