Mackenzie Financial
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Mackenzie Financial’s CareDx CDNA Stock Holding History

Mackenzie Financial’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,001
Closed -$639K – 1724
2025
Q1 		$639K Buy
36,001
+6,515
+22% +$140K ﹤0.01% 1119
2024
Q4 		$631K Buy
+29,486
New +$717K ﹤0.01% 1077
2022
Q1 		– Sell
-5,626
Closed -$256K – 1423
2021
Q4 		$256K Buy
5,626
+653
+13% +$34.1K ﹤0.01% 1224
2021
Q3 		$315K Buy
4,973
+1,410
+40% +$107K ﹤0.01% 1117
2021
Q2 		$326K Buy
+3,563
New +$283K ﹤0.01% 1052

Other funds holding CDNA

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return

Mackenzie Financial's CDNA Position: Q2 2025 in Review

Mackenzie Financial sold out of CareDx (CDNA) in Q2 2025, closing a stake of 36,001 shares — an estimated $639K sold.

Mackenzie Financial first reported a position in CDNA in Q2 2021 and held it in 5 quarters. The position peaked at $639K in Q1 2025. 197 funds tracked by Wall St. Rank hold CDNA as of Q2 2025.

  • Mackenzie Financial reported no remaining CareDx position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 36,001 CareDx shares in Q2 2025, an estimated $639K.
  • Mackenzie Financial first reported a position in CareDx in Q2 2021 and held it in 5 quarters.
  • Mackenzie Financial's CareDx position peaked at $639K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held CareDx as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.