Mackenzie Financial
TRI icon

Mackenzie Financial’s Thomson Reuters TRI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$636M Sell
3,159,302
-104,169
-3% -$21M 0.82% 26
2025
Q1
$563M Sell
3,263,471
-350,616
-10% -$60.5M 0.8% 30
2024
Q4
$580M Buy
3,614,087
+46,590
+1% +$7.47M 0.79% 29
2024
Q3
$608M Buy
3,567,497
+6,427
+0.2% +$1.1M 0.85% 28
2024
Q2
$600M Sell
3,561,070
-472,359
-12% -$79.6M 0.89% 25
2024
Q1
$628M Sell
4,033,429
-565,092
-12% -$88M 0.9% 26
2023
Q4
$673M Sell
4,598,521
-1,642,130
-26% -$240M 1.01% 20
2023
Q3
$756M Buy
6,240,651
+919,603
+17% +$111M 1.27% 12
2023
Q2
$718M Sell
5,321,048
-311,301
-6% -$42M 1.09% 21
2023
Q1
$733M Sell
5,632,349
-274,134
-5% -$35.7M 1.13% 14
2022
Q4
$673M Sell
5,906,483
-333,649
-5% -$38M 1.12% 18
2022
Q3
$640M Sell
6,240,132
-1,556,570
-20% -$160M 1.1% 20
2022
Q2
$813M Buy
7,796,702
+691,135
+10% +$72.1M 1.3% 13
2022
Q1
$773M Buy
7,105,567
+2,859,546
+67% +$311M 1.04% 21
2021
Q4
$508M Sell
4,246,021
-450,502
-10% -$53.9M 0.68% 35
2021
Q3
$518M Sell
4,696,523
-1,198,355
-20% -$132M 0.74% 34
2021
Q2
$585M Buy
5,894,878
+256,533
+5% +$25.5M 0.81% 29
2021
Q1
$494M Buy
5,638,345
+788,531
+16% +$69M 0.75% 35
2020
Q4
$396M Buy
4,849,814
+1,126,585
+30% +$91.9M 0.85% 27
2020
Q3
$297M Buy
3,723,229
+1,501,489
+68% +$120M 0.74% 35
2020
Q2
$151M Buy
2,221,740
+1,384,449
+165% +$93.8M 0.4% 67
2020
Q1
$56.6M Buy
837,291
+110,676
+15% +$7.48M 0.18% 138
2019
Q4
$52M Sell
726,615
-328,769
-31% -$23.5M 0.13% 170
2019
Q3
$70.6M Sell
1,055,384
-114,829
-10% -$7.68M 0.19% 134
2019
Q2
$75.4M Sell
1,170,213
-11,912
-1% -$768K 0.19% 126
2019
Q1
$70M Buy
1,182,125
+142,276
+14% +$8.42M 0.17% 141
2018
Q4
$50.2M Sell
1,039,849
-1,965,437
-65% -$95M 0.13% 156
2018
Q3
$137M Sell
3,005,286
-8,740,348
-74% -$399M 0.33% 83
2018
Q2
$474M Sell
11,745,634
-5,502,032
-32% -$222M 1.21% 15
2018
Q1
$667M Buy
17,247,666
+4,767,760
+38% +$184M 1.7% 12
2017
Q4
$544M Buy
12,479,906
+11,356,000
+1,010% +$495M 1.31% 14
2017
Q3
$51.6M Buy
1,123,906
+776,445
+223% +$35.6M 0.28% 105
2017
Q2
$16.1M Buy
347,461
+8,329
+2% +$386K 0.09% 199
2017
Q1
$14.7M Buy
339,132
+17,967
+6% +$777K 0.09% 211
2016
Q4
$14M Sell
321,165
-253,849
-44% -$11.1M 0.08% 196
2016
Q3
$23.8M Buy
575,014
+222,749
+63% +$9.22M 0.15% 148
2016
Q2
$14.2M Buy
352,265
+331,705
+1,613% +$13.4M 0.08% 218
2016
Q1
$832K Sell
20,560
-285,882
-93% -$11.6M 0.01% 555
2015
Q4
$11.6M Buy
306,442
+74,532
+32% +$2.82M 0.07% 227
2015
Q3
$9.36M Sell
231,910
-24,585
-10% -$992K 0.06% 240
2015
Q2
$9.83M Sell
256,495
-19,552
-7% -$749K 0.05% 254
2015
Q1
$11.2M Sell
276,047
-35,781
-11% -$1.45M 0.06% 243
2014
Q4
$12.6M Sell
311,828
-101,622
-25% -$4.09M 0.06% 225
2014
Q3
$15M Sell
413,450
-39,246
-9% -$1.43M 0.08% 205
2014
Q2
$16.5M Sell
452,696
-208,928
-32% -$7.61M 0.08% 210
2014
Q1
$22.6M Sell
661,624
-750,075
-53% -$25.7M 0.11% 171
2013
Q4
$53.3M Sell
1,411,699
-526,650
-27% -$19.9M 0.27% 85
2013
Q3
$67.8M Sell
1,938,349
-247,692
-11% -$8.67M 0.34% 70
2013
Q2
$71.4M Buy
+2,186,041
New +$71.4M 0.34% 79