Mackenzie Financial
CIO

Mackenzie Financial’s City Office REIT CIO Stock Holding History

Mackenzie Financial’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,081
Closed -$123K – 1713
2024
Q3 		$123K Buy
21,081
+4,367
+26% +$24.7K ﹤0.01% 1461
2024
Q2 		$83.2K Buy
+16,714
New +$80.3K ﹤0.01% 1452
2022
Q4 		– Sell
-16,405
Closed -$164K – 1464
2022
Q3 		$164K Buy
16,405
+208
+1% +$2.56K ﹤0.01% 1271
2022
Q2 		$210K Sell
16,197
-2,708
-14% -$38.3K ﹤0.01% 1265
2022
Q1 		$334K Buy
18,905
+3,908
+26% +$70.2K ﹤0.01% 1076
2021
Q4 		$296K Buy
+14,997
New +$276K ﹤0.01% 1153
2020
Q2 		– Sell
-16,550
Closed -$120K – 1028
2020
Q1 		$120K Buy
+16,550
New +$197K ﹤0.01% 1011

Other funds holding CIO

NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return