Mackenzie Financial
PRIM icon

Mackenzie Financial’s Primoris Services PRIM Stock Holding History

Mackenzie Financial’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44M Sell
307,264
-99,761
-25% -$14.6M 0.05% 276
2025
Q4 		$50.5M Buy
407,025
+26,685
+7% +$3.48M 0.06% 246
2025
Q3 		$52.2M Buy
380,340
+348,465
+1,093% +$37.4M 0.06% 238
2025
Q2 		$2.48M Sell
31,875
-918
-3% -$62.2K ﹤0.01% 742
2025
Q1 		$1.88M Buy
32,793
+2,767
+9% +$200K ﹤0.01% 806
2024
Q4 		$2.29M Buy
30,026
+17,421
+138% +$1.27M ﹤0.01% 743
2024
Q3 		$732K Buy
12,605
+4,874
+63% +$260K ﹤0.01% 932
2024
Q2 		$386K Buy
+7,731
New +$383K ﹤0.01% 1084
2024
Q1 		– Sell
-7,800
Closed -$259K – 1600
2023
Q4 		$259K Buy
+7,800
New +$243K ﹤0.01% 1221
2018
Q3 		– Sell
-155,642
Closed -$4.24M – 1143
2018
Q2 		$4.24M Sell
155,642
-900
-0.6% -$23.9K 0.01% 487
2018
Q1 		$3.91M Sell
156,542
-400
-0.3% -$10.3K 0.01% 474
2017
Q4 		$4.27M Buy
+156,942
New +$4.37M 0.01% 458

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VPM
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VCM
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return