Mackenzie Financial

Mackenzie Financial’s Permian Resources PR Stock Holding History

Mackenzie Financial’s Portfolio PR Stock Details PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17M	Buy	+795,954	New	+$13.7M	0.02%	437
2025 Q4	–	Sell	-59,180	Closed	-$758K	–	1789
2025 Q3	$758K	Buy	+59,180	New	+$811K	﹤0.01%	1146
2024 Q3	–	Sell	-24,264	Closed	-$392K	–	1659
2024 Q2	$392K	Hold	24,264	–	–	﹤0.01%	1080
2024 Q1	$429K	Buy	24,264 +4,100	+20%	+$60.2K	﹤0.01%	1056
2023 Q4	$274K	Sell	20,164 -56,155	-74%	-$769K	﹤0.01%	1190
2023 Q3	$1.03M	Sell	76,319 -1,200	-2%	-$15.1K	﹤0.01%	842
2023 Q2	$843K	Sell	77,519 -1,888	-2%	-$19.3K	﹤0.01%	896
2023 Q1	$834K	Sell	79,407 -3,500	-4%	-$35.7K	﹤0.01%	896
2022 Q4	$779K	Buy	82,907 +12,835	+18%	+$123K	﹤0.01%	813
2022 Q3	$476K	Buy	70,072 +948	+1%	+$6.55K	﹤0.01%	942
2022 Q2	$413K	Buy	69,124 +16,239	+31%	+$130K	﹤0.01%	983
2022 Q1	$427K	Sell	52,885 -37,795	-42%	-$298K	﹤0.01%	1025
2021 Q4	$542K	Buy	90,680 +80,020	+751%	+$545K	﹤0.01%	990
2021 Q3	$71K	Buy	+10,660	New	+$58.1K	﹤0.01%	1395

Other funds holding PR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return