Mackenzie Financial’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Hold |
8,453
| – | – | ﹤0.01% | 1173 |
|
|
2025
Q1 | $567K | Sell |
8,453
-1,834
| -18% | -$123K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $693K | Sell |
10,287
-546
| -5% | -$36.8K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $798K | Buy |
10,833
+1,861
| +21% | +$137K | ﹤0.01% | 911 |
|
|
2024
Q2 | $642K | Buy |
8,972
+1,166
| +15% | +$83.4K | ﹤0.01% | 958 |
|
|
2024
Q1 | $583K | Sell |
7,806
-1,096
| -12% | -$81.8K | ﹤0.01% | 984 |
|
|
2023
Q4 | $582K | Buy |
8,902
+311
| +4% | +$20.3K | ﹤0.01% | 960 |
|
|
2023
Q3 | $510K | Buy |
8,591
+1,321
| +18% | +$78.4K | ﹤0.01% | 999 |
|
|
2023
Q2 | $453K | Buy |
7,270
+932
| +15% | +$58.1K | ﹤0.01% | 1046 |
|
|
2023
Q1 | $414K | Buy |
6,338
+784
| +14% | +$51.2K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $327K | Buy |
+5,554
| New | +$327K | ﹤0.01% | 1068 |
|
|
2014
Q2 | – | Sell |
-504,667
| Closed | -$21.4M | – | 639 |
|
|
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% | +$174K | 0.16% | 136 |
|
|
2013
Q3 | $28.3M | Sell |
742,000
-45,500
| -6% | -$1.73M | 0.14% | 153 |
|
|
2013
Q2 | $28.1M | Buy |
+787,500
| New | +$28.1M | 0.13% | 169 |
|