Mackenzie Financial
AMWD

Mackenzie Financial’s American Woodmark AMWD Stock Holding History

Mackenzie Financial’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,377
Closed -$222K – 1693
2024
Q3 		$222K Buy
+2,377
New +$214K ﹤0.01% 1336
2024
Q2 		– Sell
-2,102
Closed -$214K – 1538
2024
Q1 		$214K Sell
2,102
-165
-7% -$15.5K ﹤0.01% 1315
2023
Q4 		$210K Buy
+2,267
New +$177K ﹤0.01% 1310

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Mackenzie Financial's AMWD Position: Q4 2024 in Review

Mackenzie Financial sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 2,377 shares — an estimated $222K sold.

Mackenzie Financial first reported a position in AMWD in Q4 2023 and held it in 3 quarters. The position peaked at $222K in Q3 2024. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • Mackenzie Financial reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 2,377 American Woodmark shares in Q4 2024, an estimated $222K.
  • Mackenzie Financial first reported a position in American Woodmark in Q4 2023 and held it in 3 quarters.
  • Mackenzie Financial's American Woodmark position peaked at $222K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.