Mackenzie Financial
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Mackenzie Financial’s Sonic Automotive SAH Stock Holding History

Mackenzie Financial’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,874
Closed -$218K – 1601
2023
Q4 		$218K Buy
+3,874
New +$194K ﹤0.01% 1295
2023
Q3 		– Sell
-4,203
Closed -$205K – 1577
2023
Q2 		$205K Buy
+4,203
New +$194K ﹤0.01% 1329
2023
Q1 		– Sell
-4,096
Closed -$202K – 1600
2022
Q4 		$202K Buy
+4,096
New +$196K ﹤0.01% 1245

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mackenzie Financial's SAH Position: Q1 2024 in Review

Mackenzie Financial sold out of Sonic Automotive (SAH) in Q1 2024, closing a stake of 3,874 shares — an estimated $218K sold.

Mackenzie Financial first reported a position in SAH in Q4 2022 and held it in 3 quarters. The position peaked at $218K in Q4 2023. 184 funds tracked by Wall St. Rank hold SAH as of Q1 2024.

  • Mackenzie Financial reported no remaining Sonic Automotive position as of Q1 2024 after selling out during the quarter.
  • Mackenzie Financial sold 3,874 Sonic Automotive shares in Q1 2024, an estimated $218K.
  • Mackenzie Financial first reported a position in Sonic Automotive in Q4 2022 and held it in 3 quarters.
  • Mackenzie Financial's Sonic Automotive position peaked at $218K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2024.

Based on Mackenzie Financial's 13F filing for Q1 2024, filed 10 May 2024.