Mackenzie Financial
AORT icon

Mackenzie Financial’s Artivion AORT Stock Holding History

Mackenzie Financial’s Portfolio AORT Stock Details AORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,144
Closed -$215K – 1540
2024
Q1 		$215K Buy
+10,144
New +$189K ﹤0.01% 1311
2018
Q4 		– Sell
-33,834
Closed -$1.19M – 1137
2018
Q3 		$1.19M Sell
33,834
-7,166
-17% -$231K ﹤0.01% 728
2018
Q2 		$1.14M Buy
41,000
+11,497
+39% +$290K ﹤0.01% 667
2018
Q1 		$592K Buy
29,503
+5,014
+20% +$95.9K ﹤0.01% 704
2017
Q4 		$469K Buy
24,489
+7,297
+42% +$146K ﹤0.01% 697
2017
Q3 		$390K Buy
17,192
+2,470
+17% +$49.8K ﹤0.01% 541
2017
Q2 		$294K Buy
+14,722
New +$264K ﹤0.01% 559

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Mackenzie Financial's AORT Position: Q2 2024 in Review

Mackenzie Financial sold out of Artivion (AORT) in Q2 2024, closing a stake of 10,144 shares — an estimated $215K sold.

Mackenzie Financial first reported a position in AORT in Q2 2017 and held it in 7 quarters. The position peaked at $1.19M in Q3 2018. 163 funds tracked by Wall St. Rank hold AORT as of Q2 2024.

  • Mackenzie Financial reported no remaining Artivion position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 10,144 Artivion shares in Q2 2024, an estimated $215K.
  • Mackenzie Financial first reported a position in Artivion in Q2 2017 and held it in 7 quarters.
  • Mackenzie Financial's Artivion position peaked at $1.19M in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Artivion as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.