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Mackenzie Financial’s
NewMarket
NEU
Stock Holding History
Mackenzie Financial’s Portfolio
NEU Stock Details
NEU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-506
Closed
-$261K
–
1648
2024
Q2
$261K
Sell
506
-16,317
-97%
-$9.07M
﹤0.01%
1227
2024
Q1
$10.7M
Buy
16,823
+9,252
+122%
+$5.54M
0.02%
429
2023
Q4
$4.13M
Buy
7,571
+5,435
+254%
+$2.73M
0.01%
594
2023
Q3
$964K
Sell
2,136
-1,945
-48%
-$878K
﹤0.01%
860
2023
Q2
$1.69M
Buy
+4,081
New
+$1.59M
﹤0.01%
761
2020
Q4
–
Sell
-1,930
Closed
-$661K
–
1078
2020
Q3
$661K
Sell
1,930
-181
-9%
-$68.8K
﹤0.01%
741
2020
Q2
$845K
Hold
2,111
–
–
﹤0.01%
701
2020
Q1
$808K
Sell
2,111
-270
-11%
-$114K
﹤0.01%
692
2019
Q4
$1.16M
Buy
+2,381
New
+$1.15M
﹤0.01%
706
2015
Q3
–
Sell
-1,200
Closed
-$533K
–
822
2015
Q2
$533K
Hold
1,200
–
–
﹤0.01%
669
2015
Q1
$573K
Hold
1,200
–
–
﹤0.01%
642
2014
Q4
$484K
Hold
1,200
–
–
﹤0.01%
637
2014
Q3
$457K
Sell
1,200
-100
-8%
-$39.7K
﹤0.01%
624
2014
Q2
$510K
Hold
1,300
–
–
﹤0.01%
588
2014
Q1
$508K
Sell
1,300
-1,300
-50%
-$461K
﹤0.01%
582
2013
Q4
$869K
Hold
2,600
–
–
﹤0.01%
520
2013
Q3
$749K
Sell
2,600
-100
-4%
-$27.8K
﹤0.01%
529
2013
Q2
$709K
Buy
+2,700
New
+$729K
﹤0.01%
544
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$59.7B AUM
29.08%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
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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