Mackenzie Financial
TRUE

Mackenzie Financial’s TrueCar TRUE Stock Holding History

Mackenzie Financial’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34,044
Closed -$62.6K – 1818
2025
Q3 		$62.6K Hold
34,044
– – ﹤0.01% 1651
2025
Q2 		$64.7K Hold
34,044
– – ﹤0.01% 1643
2025
Q1 		$53.8K Hold
34,044
– – ﹤0.01% 1623
2024
Q4 		$127K Buy
34,044
+12,112
+55% +$47.6K ﹤0.01% 1617
2024
Q3 		$75.7K Buy
21,932
+3,856
+21% +$12.4K ﹤0.01% 1512
2024
Q2 		$56.6K Sell
18,076
-25,325
-58% -$74.2K ﹤0.01% 1486
2024
Q1 		$147K Sell
43,401
-12,510
-22% -$43.4K ﹤0.01% 1387
2023
Q4 		$193K Buy
55,911
+25,537
+84% +$64.8K ﹤0.01% 1340
2023
Q3 		$62.3K Sell
30,374
-13,244
-30% -$30.4K ﹤0.01% 1393
2023
Q2 		$99.4K Buy
43,618
+16,999
+64% +$40.5K ﹤0.01% 1413
2023
Q1 		$61.2K Buy
+26,619
New +$71K ﹤0.01% 1431
2022
Q4 		– Sell
-26,313
Closed -$40K – 1585
2022
Q3 		$40K Buy
+26,313
New +$60K ﹤0.01% 1370
2021
Q4 		– Sell
-17,767
Closed -$74K – 1501
2021
Q3 		$74K Buy
17,767
+2,449
+16% +$11.4K ﹤0.01% 1389
2021
Q2 		$87K Buy
15,318
+2,132
+16% +$10.7K ﹤0.01% 1201
2021
Q1 		$63K Buy
13,186
+1,686
+15% +$8.35K ﹤0.01% 1105
2020
Q4 		$48K Hold
11,500
– – ﹤0.01% 1023
2020
Q3 		$58K Buy
+11,500
New +$48.5K ﹤0.01% 959

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return