Ownership history in MARSHALL WACE, LLP Β· 12 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in D LANDSTAR SYSTEM INC COMMON STOCK (LSTR). 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 β39.7% annually on this LSTR position. Timing score: 82% (9/11 decisions correct). Average cost basis: $72.82. Maximum drawdown during holding period: β33.7%.
β Significantly underperformed the S&P 500 by 39.7% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $43.67 (2008 Q2) Β· Worst: $168.40 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 5 trims. Bought during 2 of 3 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