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Mackenzie Financial’s
Empire State Realty Trust
ESRT
Stock Holding History
Mackenzie Financial’s Portfolio
ESRT Stock Details
ESRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-17,619
Closed
-$131K
–
1524
2023
Q3
$131K
Buy
+17,619
New
+$147K
﹤0.01%
1325
2023
Q2
–
Sell
-10,701
Closed
-$69.4K
–
1546
2023
Q1
$69.4K
Sell
10,701
-10
-0.1%
-$73
﹤0.01%
1422
2022
Q4
$72.2K
Buy
+10,711
New
+$75.5K
﹤0.01%
1329
2022
Q3
–
Sell
-11,013
Closed
-$77K
–
1458
2022
Q2
$77K
Buy
+11,013
New
+$89.5K
﹤0.01%
1360
2020
Q2
–
Sell
-14,000
Closed
-$125K
–
1048
2020
Q1
$125K
Buy
+14,000
New
+$171K
﹤0.01%
1008
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1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
SAM
Southeastern Asset Management
Memphis, Tennessee
$2.03B AUM
7.06%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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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