Mackenzie Financial

Mackenzie Financial’s Eagle Materials EXP Stock Holding History

Mackenzie Financial’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$350K	Buy	1,846 +284	+18%	+$60.4K	﹤0.01%	1277
2025 Q4	$328K	Sell	1,562 -91	-6%	-$20.1K	﹤0.01%	1345
2025 Q3	$385K	Buy	+1,653	New	+$375K	﹤0.01%	1326
2023 Q4	–	Sell	-1,991	Closed	-$322K	–	1526
2023 Q3	$322K	Buy	+1,991	New	+$362K	﹤0.01%	1118
2020 Q4	–	Sell	-21,356	Closed	-$1.84M	–	1059
2020 Q3	$1.84M	Sell	21,356 -17,782	-45%	-$1.44M	﹤0.01%	575
2020 Q2	$2.75M	Buy	39,138 +8,454	+28%	+$532K	0.01%	489
2020 Q1	$1.79M	Sell	30,684 -16,158	-34%	-$1.29M	0.01%	525
2019 Q4	$4.25M	Buy	46,842 +25,695	+122%	+$2.35M	0.01%	476
2019 Q3	$1.9M	Sell	21,147 -24	-0.1%	-$2.06K	0.01%	615
2019 Q2	$1.96M	Sell	21,171 -22,720	-52%	-$2M	0.01%	636
2019 Q1	$3.7M	Sell	43,891 -3,554	-7%	-$257K	0.01%	620
2018 Q4	$2.9M	Buy	47,445 +2,040	+4%	+$146K	0.01%	635
2018 Q3	$3.87M	Buy	+45,405	New	+$4.41M	0.01%	531

Other funds holding EXP

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return