MARSHALL WACE, LLP KLXE KLX ENERGY SERVI

Ownership history in MARSHALL WACE, LLP  ·  11 quarters on record

AI Ownership Summary

MARSHALL WACE, LLP reported KLX ENERGY SERVI (KLXE) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows KLXE at 0.00% 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 KLXE 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 KLX ENERGY SERVI, 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
2026 Q1

KLXE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 KLXE — position size vs. price
% of Fund (quarterly)    KLXE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 372,897 +244,744 +191.0% 0.00% $970K 2026-05-15 $3.92
2025 Q1 ADDED 128,153 +68,218 +113.8% 0.00% $449K 2025-05-15 $2.12
2024 Q1 REDUCED 45.3% -36.7% 59,935 -49,583 -45.3% 0.00% $464K 2024-05-15 $5.71
2023 Q4 REDUCED 109,518 -5,615 -4.9% 0.00% $1.2M 2024-02-14 $8.73
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MARSHALL WACE, LLP and KLXE

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 KLXE?

MARSHALL WACE, LLP reported KLXE across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for KLXE was 0.00% in 2023 Q4.

What is the latest reported KLXE position on this page?

The most recent filing on this page is 2026 Q1, when MARSHALL WACE, LLP reported 372,897 shares, equal to 0.00% of portfolio, with an estimated market value of $970K.

What does the chart on this KLXE ownership page compare?

The chart compares MARSHALL WACE, LLP's quarterly KLXE 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.

How well did MARSHALL WACE, LLP time their KLXE position?

Based on 13F filing dates vs. subsequent KLXE price moves, MARSHALL WACE, LLP correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on KLXE relative to SPY over the holding period was -50.8%.

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