Mackenzie Financial
APPF icon

Mackenzie Financial’s AppFolio APPF Stock Holding History

Mackenzie Financial’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,108
Closed -$271K – 1580
2024
Q2 		$271K Hold
1,108
– – ﹤0.01% 1205
2024
Q1 		$273K Sell
1,108
-278
-20% -$60K ﹤0.01% 1211
2023
Q4 		$240K Sell
1,386
-8,539
-86% -$1.6M ﹤0.01% 1251
2023
Q3 		$1.8M Buy
9,925
+2,220
+29% +$403K ﹤0.01% 735
2023
Q2 		$1.33M Hold
7,705
– – ﹤0.01% 801
2023
Q1 		$959K Buy
7,705
+2,232
+41% +$269K ﹤0.01% 872
2022
Q4 		$577K Buy
+5,473
New +$609K ﹤0.01% 887

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial's APPF Position: Q3 2024 in Review

Mackenzie Financial sold out of AppFolio (APPF) in Q3 2024, closing a stake of 1,108 shares — an estimated $271K sold.

Mackenzie Financial first reported a position in APPF in Q4 2022 and held it in 7 quarters. The position peaked at $1.8M in Q3 2023. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Mackenzie Financial reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • Mackenzie Financial sold 1,108 AppFolio shares in Q3 2024, an estimated $271K.
  • Mackenzie Financial first reported a position in AppFolio in Q4 2022 and held it in 7 quarters.
  • Mackenzie Financial's AppFolio position peaked at $1.8M in Q3 2023.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.