Mackenzie Financial
NATI

Mackenzie Financial’s National Instruments Corp NATI Stock Holding History

Mackenzie Financial’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,577
Closed -$273K – 1619
2023
Q3 		$273K Buy
4,577
+554
+14% +$32.5K ﹤0.01% 1171
2023
Q2 		$231K Buy
+4,023
New +$231K ﹤0.01% 1282
2019
Q2 		– Sell
-7,565
Closed -$336K – 1290
2019
Q1 		$336K Sell
7,565
-868
-10% -$39.4K ﹤0.01% 1093
2018
Q4 		$383K Buy
+8,433
New +$394K ﹤0.01% 983
2017
Q1 		– Sell
-151,400
Closed -$4.67M – 714
2016
Q4 		$4.67M Sell
151,400
-439,581
-74% -$12.8M 0.03% 288
2016
Q3 		$16.8M Sell
590,981
-326,800
-36% -$9.17M 0.1% 174
2016
Q2 		$25.1M Buy
917,781
+148,200
+19% +$4.13M 0.14% 165
2016
Q1 		$23.2M Hold
769,581
– – 0.21% 123
2015
Q4 		$22.1M Hold
769,581
– – 0.14% 156
2015
Q3 		$21.4M Hold
769,581
– – 0.13% 165
2015
Q2 		$22.7M Hold
769,581
– – 0.12% 175
2015
Q1 		$24.7M Buy
769,581
+187,139
+32% +$5.81M 0.13% 167
2014
Q4 		$18.1M Buy
+582,442
New +$18.1M 0.09% 183

Other funds holding NATI

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Mackenzie Financial's NATI Position: Q4 2023 in Review

Mackenzie Financial sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 4,577 shares — an estimated $273K sold.

Mackenzie Financial first reported a position in NATI in Q4 2014 and held it in 13 quarters. The position peaked at $25.1M in Q2 2016. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Mackenzie Financial reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 4,577 National Instruments Corp shares in Q4 2023, an estimated $273K.
  • Mackenzie Financial first reported a position in National Instruments Corp in Q4 2014 and held it in 13 quarters.
  • Mackenzie Financial's National Instruments Corp position peaked at $25.1M in Q2 2016.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.