Mackenzie Financial’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
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

Other funds holding DCI