Mackenzie Financial
OPI

Mackenzie Financial’s Office Properties Income Trust OPI Stock Holding History

Mackenzie Financial’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,467
Closed -$53.3K – 1769
2024
Q3 		$53.3K Buy
+24,467
New +$55.5K ﹤0.01% 1532
2024
Q1 		– Sell
-12,891
Closed -$94.4K – 1592
2023
Q4 		$94.4K Sell
12,891
-1,885
-13% -$10K ﹤0.01% 1414
2023
Q3 		$56.9K Buy
+14,776
New +$103K ﹤0.01% 1400
2022
Q1 		– Sell
-11,882
Closed -$295K – 1478
2021
Q4 		$295K Sell
11,882
-612
-5% -$15.7K ﹤0.01% 1155
2021
Q3 		$316K Buy
12,494
+2,077
+20% +$56.6K ﹤0.01% 1116
2021
Q2 		$305K Buy
10,417
+1,127
+12% +$32.3K ﹤0.01% 1067
2021
Q1 		$256K Buy
+9,290
New +$241K ﹤0.01% 1040
2019
Q3 		– Sell
-103,714
Closed -$2.73M – 1074
2019
Q2 		$2.73M Hold
103,714
– – 0.01% 568
2019
Q1 		$2.87M Buy
+103,714
New +$3.14M 0.01% 691

Other funds holding OPI

MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
FC
Foursixthree Capital New York $233M AUM 115.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return