Mackenzie Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.7M | Buy |
121,075
+25,744
| +27% | +$4.89M | 0.02% | 415 |
|
|
2025
Q4 | $21.4M | Buy |
95,331
+992
| +1% | +$226K | 0.03% | 375 |
|
|
2025
Q3 | $22.5M | Sell |
94,339
-66,492
| -41% | -$16.6M | 0.03% | 358 |
|
|
2025
Q2 | $39.1M | Sell |
160,831
-15,490
| -9% | -$3.68M | 0.05% | 260 |
|
|
2025
Q1 | $42.8M | Sell |
176,321
-49,641
| -22% | -$11.7M | 0.06% | 233 |
|
|
2024
Q4 | $51.1M | Sell |
225,962
-97,396
| -30% | -$21.8M | 0.07% | 219 |
|
|
2024
Q3 | $69.5M | Sell |
323,358
-60,407
| -16% | -$12.6M | 0.1% | 184 |
|
|
2024
Q2 | $75.6M | Buy |
383,765
+1,997
| +0.5% | +$396K | 0.11% | 164 |
|
|
2024
Q1 | $78.2M | Buy |
381,768
+740
| +0.2% | +$149K | 0.11% | 166 |
|
|
2023
Q4 | $78.4M | Sell |
381,028
-2,178
| -0.6% | -$402K | 0.12% | 158 |
|
|
2023
Q3 | $67.3M | Buy |
383,206
+2,907
| +0.8% | +$515K | 0.11% | 159 |
|
|
2023
Q2 | $62.3M | Sell |
380,299
-19,239
| -5% | -$2.91M | 0.1% | 180 |
|
|
2023
Q1 | $58.6M | Buy |
399,538
+28,517
| +8% | +$4.08M | 0.09% | 197 |
|
|
2022
Q4 | $49.8M | Buy |
371,021
+43,299
| +13% | +$6.15M | 0.08% | 201 |
|
|
2022
Q3 | $47.3M | Sell |
327,722
-7,216
| -2% | -$1.17M | 0.08% | 208 |
|
|
2022
Q2 | $47.7M | Sell |
334,938
-5,193
| -2% | -$754K | 0.08% | 214 |
|
|
2022
Q1 | $53M | Buy |
340,131
+78,283
| +30% | +$12M | 0.07% | 225 |
|
|
2021
Q4 | $47.9M | Buy |
261,848
+4,177
| +2% | +$734K | 0.06% | 250 |
|
|
2021
Q3 | $42.9M | Buy |
257,671
+41,925
| +19% | +$7.14M | 0.06% | 244 |
|
|
2021
Q2 | $34.8M | Sell |
215,746
-71,959
| -25% | -$11.5M | 0.05% | 258 |
|
|
2021
Q1 | $44M | Buy |
287,705
+197,612
| +219% | +$29.2M | 0.07% | 218 |
|
|
2020
Q4 | $13.8M | Buy |
90,093
+50,483
| +127% | +$7.32M | 0.03% | 297 |
|
|
2020
Q3 | $5.23M | Buy |
39,610
+7,202
| +22% | +$963K | 0.01% | 399 |
|
|
2020
Q2 | $4.09M | Sell |
32,408
-94,300
| -74% | -$10.9M | 0.01% | 430 |
|
|
2020
Q1 | $12M | Buy |
126,708
+99,673
| +369% | +$11.4M | 0.04% | 256 |
|
|
2019
Q4 | $3.34M | Buy |
27,035
+1,218
| +5% | +$149K | 0.01% | 525 |
|
|
2019
Q3 | $3.21M | Sell |
25,817
-1,971
| -7% | -$254K | 0.01% | 532 |
|
|
2019
Q2 | $3.55M | Sell |
27,788
-54,854
| -66% | -$6.61M | 0.01% | 515 |
|
|
2019
Q1 | $8.57M | Buy |
+82,642
| New | +$8.29M | 0.02% | 403 |
|
|
2018
Q4 | – | Sell |
-8,617
| Closed | -$1.14M | – | 1147 |
|
|
2018
Q3 | $1.14M | Sell |
8,617
-181,838
| -95% | -$23.1M | ﹤0.01% | 735 |
|
|
2018
Q2 | $21.9M | Sell |
190,455
-43,107
| -18% | -$4.86M | 0.06% | 221 |
|
|
2018
Q1 | $25.6M | Sell |
233,562
-450,982
| -66% | -$44.8M | 0.07% | 220 |
|
|
2017
Q4 | $62M | Sell |
684,544
-234,867
| -26% | -$20.5M | 0.15% | 140 |
|
|
2017
Q3 | $74.3M | Sell |
919,411
-97,123
| -10% | -$7.48M | 0.4% | 68 |
|
|
2017
Q2 | $76.8M | Buy |
1,016,534
+118,454
| +13% | +$8.55M | 0.43% | 59 |
|
|
2017
Q1 | $61M | Buy |
898,080
+26,410
| +3% | +$1.79M | 0.36% | 78 |
|
|
2016
Q4 | $57.8M | Buy |
871,670
+154,429
| +22% | +$10M | 0.35% | 79 |
|
|
2016
Q3 | $48.6M | Sell |
717,241
-401
| -0.1% | -$27.4K | 0.3% | 98 |
|
|
2016
Q2 | $46.8M | Buy |
717,642
+312,168
| +77% | +$19.3M | 0.26% | 99 |
|
|
2016
Q1 | $24M | Buy |
405,474
+291,074
| +254% | +$15.9M | 0.22% | 118 |
|
|
2015
Q4 | $6.15M | Buy |
+114,400
| New | +$6.42M | 0.04% | 294 |
|
|
2014
Q1 | – | Sell |
-57,223
| Closed | -$2.26M | – | 646 |
|
|
2013
Q4 | $2.26M | Sell |
57,223
-90,055
| -61% | -$3.25M | 0.01% | 374 |
|
|
2013
Q3 | $4.68M | Buy |
147,278
+3,308
| +2% | +$98.3K | 0.02% | 307 |
|
|
2013
Q2 | $3.83M | Buy |
+143,970
| New | +$3.7M | 0.02% | 335 |
|
Other funds holding BR
VCM
VPM
