Mackenzie Financial
TNET icon

Mackenzie Financial’s TriNet TNET Stock Holding History

Mackenzie Financial’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,089
Closed -$203K – 1783
2024
Q3 		$203K Sell
2,089
-12,825
-86% -$1.28M ﹤0.01% 1386
2024
Q2 		$1.49M Buy
14,914
+12,922
+649% +$1.44M ﹤0.01% 789
2024
Q1 		$264K Sell
1,992
-328
-14% -$39.8K ﹤0.01% 1230
2023
Q4 		$276K Hold
2,320
– – ﹤0.01% 1186
2023
Q3 		$265K Hold
2,320
– – ﹤0.01% 1180
2023
Q2 		$223K Sell
2,320
-9,592
-81% -$873K ﹤0.01% 1299
2023
Q1 		$960K Sell
11,912
-4,014
-25% -$314K ﹤0.01% 870
2022
Q4 		$1.08M Sell
15,926
-31,498
-66% -$2.17M ﹤0.01% 770
2022
Q3 		$3.38M Buy
47,424
+24,811
+110% +$2.02M 0.01% 585
2022
Q2 		$1.75M Buy
22,613
+20,310
+882% +$1.7M ﹤0.01% 751
2022
Q1 		$227K Sell
2,303
-697
-23% -$61.6K ﹤0.01% 1235
2021
Q4 		$286K Sell
3,000
-179
-6% -$17.9K ﹤0.01% 1162
2021
Q3 		$301K Buy
+3,179
New +$272K ﹤0.01% 1137

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's TNET Position: Q4 2024 in Review

Mackenzie Financial sold out of TriNet (TNET) in Q4 2024, closing a stake of 2,089 shares — an estimated $203K sold.

Mackenzie Financial first reported a position in TNET in Q3 2021 and held it in 13 quarters. The position peaked at $3.38M in Q3 2022. 244 funds tracked by Wall St. Rank hold TNET as of Q4 2024.

  • Mackenzie Financial reported no remaining TriNet position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 2,089 TriNet shares in Q4 2024, an estimated $203K.
  • Mackenzie Financial first reported a position in TriNet in Q3 2021 and held it in 13 quarters.
  • Mackenzie Financial's TriNet position peaked at $3.38M in Q3 2022.
  • 244 funds tracked by Wall St. Rank held TriNet as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.