Mackenzie Financial

Mackenzie Financial’s Stride LRN Stock Holding History

Mackenzie Financial’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,666	Closed	-$397K	–	1760
2025 Q3	$397K	Sell	2,666 -53	-2%	-$7.77K	﹤0.01%	1315
2025 Q2	$395K	Sell	2,719 -24	-0.9%	-$3.47K	﹤0.01%	1301
2025 Q1	$347K	Hold	2,743	–	–	﹤0.01%	1332
2024 Q4	$285K	Hold	2,743	–	–	﹤0.01%	1405
2024 Q3	$234K	Buy	+2,743	New	+$212K	﹤0.01%	1303
2024 Q1	–	Sell	-8,506	Closed	-$505K	–	1574
2023 Q4	$505K	Buy	+8,506	New	+$466K	﹤0.01%	996
2023 Q3	–	Sell	-32,913	Closed	-$1.23M	–	1539
2023 Q2	$1.23M	Buy	32,913 +340	+1%	+$13.6K	﹤0.01%	820
2023 Q1	$1.28M	Buy	32,573 +10,665	+49%	+$418K	﹤0.01%	815
2022 Q4	$685K	Buy	21,908 +3,208	+17%	+$118K	﹤0.01%	837
2022 Q3	$786K	Buy	18,700 +211	+1%	+$8.5K	﹤0.01%	858
2022 Q2	$754K	Sell	18,489 -1,004	-5%	-$37.2K	﹤0.01%	875
2022 Q1	$708K	Buy	+19,493	New	+$647K	﹤0.01%	941
2020 Q1	–	Sell	-19,450	Closed	-$396K	–	1130
2019 Q4	$396K	Sell	19,450 -71,570	-79%	-$1.53M	﹤0.01%	902
2019 Q3	$2.4M	Sell	91,020 -1,250	-1%	-$35.9K	0.01%	583
2019 Q2	$2.81M	Buy	92,270 +74,600	+422%	+$2.4M	0.01%	562
2019 Q1	$603K	Buy	+17,670	New	+$539K	﹤0.01%	995

Other funds holding LRN

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return