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Mackenzie Financial’s
Donaldson
DCI
Stock Holding History
Mackenzie Financial’s Portfolio
DCI Stock Details
DCI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$782K
Buy
9,211
+133
+1%
+$12.8K
﹤0.01%
1129
2025
Q4
$818K
Sell
9,078
-3,458
-28%
-$300K
﹤0.01%
1112
2025
Q3
$1.03M
Buy
12,536
+4,083
+48%
+$308K
﹤0.01%
1054
2025
Q2
$586K
Hold
8,453
–
–
﹤0.01%
1173
2025
Q1
$567K
Sell
8,453
-1,834
-18%
-$127K
﹤0.01%
1160
2024
Q4
$693K
Sell
10,287
-546
-5%
-$40.3K
﹤0.01%
1043
2024
Q3
$798K
Buy
10,833
+1,861
+21%
+$135K
﹤0.01%
911
2024
Q2
$642K
Buy
8,972
+1,166
+15%
+$85.6K
﹤0.01%
958
2024
Q1
$583K
Sell
7,806
-1,096
-12%
-$74.6K
﹤0.01%
987
2023
Q4
$582K
Buy
8,902
+311
+4%
+$18.9K
﹤0.01%
960
2023
Q3
$510K
Buy
8,591
+1,321
+18%
+$81.8K
﹤0.01%
1000
2023
Q2
$453K
Buy
7,270
+932
+15%
+$58.3K
﹤0.01%
1047
2023
Q1
$414K
Buy
6,338
+784
+14%
+$49.3K
﹤0.01%
1076
2022
Q4
$327K
Buy
+5,554
New
+$318K
﹤0.01%
1069
2014
Q2
–
Sell
-504,667
Closed
-$21.4M
–
649
2014
Q1
$21.4M
Sell
504,667
-241,333
-32%
-$10.2M
0.1%
179
2013
Q4
$32.4M
Buy
746,000
+4,000
+0.5%
+$163K
0.16%
136
2013
Q3
$28.3M
Sell
742,000
-45,500
-6%
-$1.68M
0.14%
153
2013
Q2
$28.1M
Buy
+787,500
New
+$28.6M
0.13%
169
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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