Mackenzie Financial’s Tata Motors Limited TTM Stock Holding History

Mackenzie Financial’s Portfolio TTM Stock Details TTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-43,300	Closed	-$560K	–	1200
2019 Q4	$560K	Buy	+43,300	New	+$477K	﹤0.01%	843
2018 Q3	–	Sell	-12,000	Closed	-$235K	–	1165
2018 Q2	$235K	Buy	+12,000	New	+$284K	﹤0.01%	953
2018 Q1	–	Sell	-10,600	Closed	-$351K	–	972
2017 Q4	$351K	Buy	+10,600	New	+$343K	﹤0.01%	735
2014 Q2	–	Sell	-17,300	Closed	-$613K	–	676
2014 Q1	$613K	Hold	17,300	–	–	﹤0.01%	566
2013 Q4	$533K	Sell	17,300 -12,500	-42%	-$383K	﹤0.01%	579
2013 Q3	$793K	Hold	29,800	–	–	﹤0.01%	523
2013 Q2	$699K	Buy	+29,800	New	+$773K	﹤0.01%	547

Other funds holding TTM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mackenzie Financial's TTM Position: Q1 2020 in Review

Mackenzie Financial sold out of Tata Motors Limited (TTM) in Q1 2020, closing a stake of 43,300 shares — an estimated $560K sold.

Mackenzie Financial first reported a position in TTM in Q2 2013 and held it in 7 quarters. The position peaked at $793K in Q3 2013. 145 funds tracked by Wall St. Rank hold TTM as of Q1 2020.

Mackenzie Financial reported no remaining Tata Motors Limited position as of Q1 2020 after selling out during the quarter.
Mackenzie Financial sold 43,300 Tata Motors Limited shares in Q1 2020, an estimated $560K.
Mackenzie Financial first reported a position in Tata Motors Limited in Q2 2013 and held it in 7 quarters.
Mackenzie Financial's Tata Motors Limited position peaked at $793K in Q3 2013.
145 funds tracked by Wall St. Rank held Tata Motors Limited as of Q1 2020.

Based on Mackenzie Financial's 13F filing for Q1 2020, filed 14 May 2020.