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Mackenzie Financial’s
Comfort Systems
FIX
Stock Holding History
Mackenzie Financial’s Portfolio
FIX Stock Details
FIX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$25.1M
Buy
18,230
+8,108
+80%
+$10.3M
0.03%
367
2025
Q4
$9.57M
Buy
10,122
+3,018
+42%
+$2.79M
0.01%
516
2025
Q3
$5.86M
Sell
7,104
-1,409
-17%
-$955K
0.01%
607
2025
Q2
$4.56M
Buy
8,513
+2,512
+42%
+$1.09M
0.01%
622
2025
Q1
$1.93M
Buy
6,001
+1,620
+37%
+$653K
﹤0.01%
795
2024
Q4
$1.86M
Buy
+4,381
New
+$1.92M
﹤0.01%
795
2024
Q3
–
Sell
-4,397
Closed
-$1.34M
–
1620
2024
Q2
$1.34M
Sell
4,397
-91
-2%
-$28.9K
﹤0.01%
805
2024
Q1
$1.43M
Buy
4,488
+1,214
+37%
+$310K
﹤0.01%
810
2023
Q4
$673K
Sell
3,274
-206
-6%
-$38.1K
﹤0.01%
935
2023
Q3
$575K
Hold
3,480
–
–
﹤0.01%
965
2023
Q2
$572K
Sell
3,480
-653
-16%
-$97.1K
﹤0.01%
979
2023
Q1
$603K
Buy
4,133
+32
+0.8%
+$4.15K
﹤0.01%
973
2022
Q4
$472K
Buy
4,101
+1,286
+46%
+$150K
﹤0.01%
947
2022
Q3
$274K
Buy
2,815
+355
+14%
+$34.8K
﹤0.01%
1126
2022
Q2
$205K
Buy
+2,460
New
+$212K
﹤0.01%
1277
2022
Q1
–
Sell
-2,091
Closed
-$207K
–
1442
2021
Q4
$207K
Buy
+2,091
New
+$193K
﹤0.01%
1323
Other funds holding FIX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
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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