Mackenzie Financial
LPRO

Mackenzie Financial’s Open Lending Corp LPRO Stock Holding History

Mackenzie Financial’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,534
Closed -$118K – 1488
2022
Q2 		$118K Buy
+11,534
New +$154K ﹤0.01% 1332
2021
Q4 		– Sell
-6,118
Closed -$221K – 1472
2021
Q3 		$221K Buy
+6,118
New +$234K ﹤0.01% 1273

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
Bregal Investments New York $60.8M AUM 77.71% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's LPRO Position: Q3 2022 in Review

Mackenzie Financial sold out of Open Lending Corp (LPRO) in Q3 2022, closing a stake of 11,534 shares — an estimated $118K sold.

Mackenzie Financial first reported a position in LPRO in Q3 2021 and held it in 2 quarters. The position peaked at $221K in Q3 2021. 194 funds tracked by Wall St. Rank hold LPRO as of Q3 2022.

  • Mackenzie Financial reported no remaining Open Lending Corp position as of Q3 2022 after selling out during the quarter.
  • Mackenzie Financial sold 11,534 Open Lending Corp shares in Q3 2022, an estimated $118K.
  • Mackenzie Financial first reported a position in Open Lending Corp in Q3 2021 and held it in 2 quarters.
  • Mackenzie Financial's Open Lending Corp position peaked at $221K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2022.

Based on Mackenzie Financial's 13F filing for Q3 2022, filed 7 Oct 2022.