Ownership history in MARSHALL WACE, LLP Β· 90 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in D CITIGROUP INC COMMON STOCK (C). 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 β1.3% annually on this C position. Timing score: 50% (44/88 decisions correct). Average cost basis: $39.82. Maximum drawdown during holding period: β87.6%.
β οΈ Trailed SPY by 1.3% ann. on this position.
88 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
44 of 88 add/trim decisions correct
Best entry: $18.68 (2009 Q1) Β· Worst: $151.19 (2008 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
48 adds Β· 42 trims. Bought during 14 of 25 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.11% 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