Mackenzie Financial
TM icon

Mackenzie Financial’s Toyota TM Stock Holding History

Mackenzie Financial’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,750
Closed -$330K – 1127
2020
Q1 		$330K Sell
2,750
-2,250
-45% -$300K ﹤0.01% 879
2019
Q4 		$703K Buy
5,000
+2,700
+117% +$377K ﹤0.01% 800
2019
Q3 		$309K Buy
+2,300
New +$301K ﹤0.01% 888

Other funds holding TM

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Northern Trust
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mackenzie Financial's TM Position: Q2 2020 in Review

Mackenzie Financial sold out of Toyota (TM) in Q2 2020, closing a stake of 2,750 shares — an estimated $330K sold.

Mackenzie Financial first reported a position in TM in Q3 2019 and held it in 3 quarters. The position peaked at $703K in Q4 2019. 332 funds tracked by Wall St. Rank hold TM as of Q2 2020.

  • Mackenzie Financial reported no remaining Toyota position as of Q2 2020 after selling out during the quarter.
  • Mackenzie Financial sold 2,750 Toyota shares in Q2 2020, an estimated $330K.
  • Mackenzie Financial first reported a position in Toyota in Q3 2019 and held it in 3 quarters.
  • Mackenzie Financial's Toyota position peaked at $703K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held Toyota as of Q2 2020.

Based on Mackenzie Financial's 13F filing for Q2 2020, filed 13 Aug 2020.