Mackenzie Financial
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Mackenzie Financial’s Employers Holdings EIG Stock Holding History

Mackenzie Financial’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,833
Closed -$280K – 1724
2024
Q3 		$280K Sell
5,833
-193
-3% -$8.93K ﹤0.01% 1225
2024
Q2 		$257K Buy
+6,026
New +$257K ﹤0.01% 1232
2023
Q2 		– Sell
-6,423
Closed -$268K – 1542
2023
Q1 		$268K Buy
+6,423
New +$275K ﹤0.01% 1232
2020
Q2 		– Sell
-5,100
Closed -$207K – 1044
2020
Q1 		$207K Buy
+5,100
New +$209K ﹤0.01% 974

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mackenzie Financial's EIG Position: Q4 2024 in Review

Mackenzie Financial sold out of Employers Holdings (EIG) in Q4 2024, closing a stake of 5,833 shares — an estimated $280K sold.

Mackenzie Financial first reported a position in EIG in Q1 2020 and held it in 4 quarters. The position peaked at $280K in Q3 2024. 212 funds tracked by Wall St. Rank hold EIG as of Q4 2024.

  • Mackenzie Financial reported no remaining Employers Holdings position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 5,833 Employers Holdings shares in Q4 2024, an estimated $280K.
  • Mackenzie Financial first reported a position in Employers Holdings in Q1 2020 and held it in 4 quarters.
  • Mackenzie Financial's Employers Holdings position peaked at $280K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Employers Holdings as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.