Mackenzie Financial
GBX icon

Mackenzie Financial’s The Greenbrier Companies GBX Stock Holding History

Mackenzie Financial’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,940
Closed -$290K – 1108
2019
Q4 		$290K Sell
8,940
-15,564
-64% -$466K ﹤0.01% 958
2019
Q3 		$738K Sell
24,504
-295,982
-92% -$7.99M ﹤0.01% 774
2019
Q2 		$9.74M Sell
320,486
-5,380
-2% -$171K 0.03% 317
2019
Q1 		$10.5M Buy
325,866
+240,392
+281% +$9.57M 0.03% 363
2018
Q4 		$3.38M Buy
+85,474
New +$4.21M 0.01% 600

Other funds holding GBX

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial's GBX Position: Q1 2020 in Review

Mackenzie Financial sold out of The Greenbrier Companies (GBX) in Q1 2020, closing a stake of 8,940 shares — an estimated $290K sold.

Mackenzie Financial first reported a position in GBX in Q4 2018 and held it in 5 quarters. The position peaked at $10.5M in Q1 2019. 174 funds tracked by Wall St. Rank hold GBX as of Q1 2020.

  • Mackenzie Financial reported no remaining The Greenbrier Companies position as of Q1 2020 after selling out during the quarter.
  • Mackenzie Financial sold 8,940 The Greenbrier Companies shares in Q1 2020, an estimated $290K.
  • Mackenzie Financial first reported a position in The Greenbrier Companies in Q4 2018 and held it in 5 quarters.
  • Mackenzie Financial's The Greenbrier Companies position peaked at $10.5M in Q1 2019.
  • 174 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2020.

Based on Mackenzie Financial's 13F filing for Q1 2020, filed 14 May 2020.