Mackenzie Financial’s Nikola Corporation Common Stock NKLA Stock Holding History

Mackenzie Financial’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,262	Closed	-$39.4K	–	1653
2024 Q1	$39.4K	Hold	1,262	–	–	﹤0.01%	1494
2023 Q4	$33.1K	Hold	1,262	–	–	﹤0.01%	1469
2023 Q3	$55.3K	Hold	1,262	–	–	﹤0.01%	1403
2023 Q2	$51.9K	Buy	1,262 +617	+96%	+$17K	﹤0.01%	1455
2023 Q1	$23.4K	Hold	645	–	–	﹤0.01%	1477
2022 Q4	$41.8K	Hold	645	–	–	﹤0.01%	1367
2022 Q3	$68K	Sell	645 -20	-3%	-$3.38K	﹤0.01%	1341
2022 Q2	$95K	Buy	665 +239	+56%	+$48.9K	﹤0.01%	1350
2022 Q1	$137K	Buy	426 +20	+5%	+$5.1K	﹤0.01%	1327
2021 Q4	$120K	Buy	406 +15	+4%	+$5K	﹤0.01%	1357
2021 Q3	$125K	Buy	+391	New	+$137K	﹤0.01%	1360
2020 Q4	–	Sell	-1,104	Closed	-$678K	–	1102
2020 Q3	$678K	Buy	+1,104	New	+$1.29M	﹤0.01%	739

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Mackenzie Financial's NKLA Position: Q2 2024 in Review

Mackenzie Financial sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 1,262 shares — an estimated $39.4K sold.

Mackenzie Financial first reported a position in NKLA in Q3 2020 and held it in 12 quarters. The position peaked at $678K in Q3 2020. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Mackenzie Financial reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Mackenzie Financial sold 1,262 Nikola Corporation Common Stock shares in Q2 2024, an estimated $39.4K.
Mackenzie Financial first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 12 quarters.
Mackenzie Financial's Nikola Corporation Common Stock position peaked at $678K in Q3 2020.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.