POR β€” PORTLAND GENERAL

Ownership history in MARSHALL WACE, LLP  Β·  8 quarters on record

AI Ownership Summary

MARSHALL WACE, LLP reported PORTLAND GENERAL (POR) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows POR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this POR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL WACE, LLP's position in PORTLAND GENERAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

POR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARSHALL WACE, LLP held POR β€” position size vs. price
% of Fund (quarterly)    POR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 332,062 +165,982 +99.9% 0.01% $14.6M 2025-11-13 $49.37
2025 Q1 REDUCED 166,080 -127,313 -43.4% 0.01% $7.4M 2025-05-15 $40.29
2024 Q4 ADDED 293,393 +167,715 +133.4% 0.02% $12.8M 2025-02-13 $39.75
2024 Q3 REDUCED 125,678 -189,010 -60.1% 0.01% $6.0M 2024-11-14 $42.82
2024 Q2 ADDED 314,688 +273,118 +657.0% 0.02% $13.6M 2024-08-14 $42.84
2024 Q1 ADDED 41,570 +36,099 +659.8% 0.00% $1.7M 2024-05-15 $40.74
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL WACE, LLP and POR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSHALL WACE, LLP reported owning POR?

MARSHALL WACE, LLP reported POR across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported POR position in MARSHALL WACE, LLP's portfolio?

The largest reported portfolio weight for POR was 0.02% in 2024 Q2.

What is the latest reported POR position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL WACE, LLP reported 332,062 shares, equal to 0.01% of portfolio, with an estimated market value of $14.6M.

What does the chart on this POR ownership page compare?

The chart compares MARSHALL WACE, LLP's quarterly POR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MARSHALL WACE, LLP Holdings