Mackenzie Financial
U icon

Mackenzie Financial’s Unity U Stock Holding History

Mackenzie Financial’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,083
Closed -$251K – 1785
2024
Q3 		$251K Buy
11,083
+523
+5% +$9.03K ﹤0.01% 1272
2024
Q2 		$172K Buy
+10,560
New +$226K ﹤0.01% 1369
2022
Q4 		– Sell
-9,582
Closed -$305K – 1590
2022
Q3 		$305K Sell
9,582
-7,051
-42% -$290K ﹤0.01% 1081
2022
Q2 		$612K Buy
16,633
+3,011
+22% +$171K ﹤0.01% 928
2022
Q1 		$1.35M Buy
13,622
+5,400
+66% +$559K ﹤0.01% 823
2021
Q4 		$1.18M Buy
8,222
+1,588
+24% +$243K ﹤0.01% 877
2021
Q3 		$838K Buy
6,634
+2,659
+67% +$315K ﹤0.01% 934
2021
Q2 		$437K Buy
+3,975
New +$391K ﹤0.01% 1007

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Mackenzie Financial's U Position: Q4 2024 in Review

Mackenzie Financial sold out of Unity (U) in Q4 2024, closing a stake of 11,083 shares — an estimated $251K sold.

Mackenzie Financial first reported a position in U in Q2 2021 and held it in 8 quarters. The position peaked at $1.35M in Q1 2022. 410 funds tracked by Wall St. Rank hold U as of Q4 2024.

  • Mackenzie Financial reported no remaining Unity position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 11,083 Unity shares in Q4 2024, an estimated $251K.
  • Mackenzie Financial first reported a position in Unity in Q2 2021 and held it in 8 quarters.
  • Mackenzie Financial's Unity position peaked at $1.35M in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Unity as of Q4 2024.

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