Mackenzie Financial
SP

Mackenzie Financial’s SP Plus Corporation SP Stock Holding History

Mackenzie Financial’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,392
Closed -$332K – 1605
2023
Q3 		$332K Sell
9,392
-1,161
-11% -$45K ﹤0.01% 1106
2023
Q2 		$422K Buy
10,553
+2,177
+26% +$78.3K ﹤0.01% 1073
2023
Q1 		$287K Sell
8,376
-3,279
-28% -$116K ﹤0.01% 1200
2022
Q4 		$405K Buy
+11,655
New +$402K ﹤0.01% 998
2019
Q3 		– Sell
-8,275
Closed -$264K – 1119
2019
Q2 		$264K Sell
8,275
-126,305
-94% -$4.16M ﹤0.01% 984
2019
Q1 		$4.59M Buy
+134,580
New +$4.55M 0.01% 553

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's SP Position: Q4 2023 in Review

Mackenzie Financial sold out of SP Plus Corporation (SP) in Q4 2023, closing a stake of 9,392 shares — an estimated $332K sold.

Mackenzie Financial first reported a position in SP in Q1 2019 and held it in 6 quarters. The position peaked at $4.59M in Q1 2019. 189 funds tracked by Wall St. Rank hold SP as of Q4 2023.

  • Mackenzie Financial reported no remaining SP Plus Corporation position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 9,392 SP Plus Corporation shares in Q4 2023, an estimated $332K.
  • Mackenzie Financial first reported a position in SP Plus Corporation in Q1 2019 and held it in 6 quarters.
  • Mackenzie Financial's SP Plus Corporation position peaked at $4.59M in Q1 2019.
  • 189 funds tracked by Wall St. Rank held SP Plus Corporation as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.