Mackenzie Financial
CVGI icon

Mackenzie Financial’s Commercial Vehicle Group CVGI Stock Holding History

Mackenzie Financial’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,278
Closed -$100K – 1519
2023
Q3 		$100K Buy
+13,278
New +$125K ﹤0.01% 1349
2019
Q4 		– Sell
-25,580
Closed -$184K – 1092
2019
Q3 		$184K Sell
25,580
-7,821
-23% -$57.2K ﹤0.01% 966
2019
Q2 		$268K Sell
33,401
-276,378
-89% -$2.16M ﹤0.01% 981
2019
Q1 		$2.38M Buy
+309,779
New +$2.33M 0.01% 742

Other funds holding CVGI

FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial's CVGI Position: Q4 2023 in Review

Mackenzie Financial sold out of Commercial Vehicle Group (CVGI) in Q4 2023, closing a stake of 13,278 shares — an estimated $100K sold.

Mackenzie Financial first reported a position in CVGI in Q1 2019 and held it in 4 quarters. The position peaked at $2.38M in Q1 2019. 107 funds tracked by Wall St. Rank hold CVGI as of Q4 2023.

  • Mackenzie Financial reported no remaining Commercial Vehicle Group position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 13,278 Commercial Vehicle Group shares in Q4 2023, an estimated $100K.
  • Mackenzie Financial first reported a position in Commercial Vehicle Group in Q1 2019 and held it in 4 quarters.
  • Mackenzie Financial's Commercial Vehicle Group position peaked at $2.38M in Q1 2019.
  • 107 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.