Mackenzie Financial’s Wayfair W Stock Holding History

Mackenzie Financial’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,743	Closed	-$415K	–	1554
2022 Q1	$415K	Buy	3,743 +1,736	+86%	+$244K	﹤0.01%	1028
2021 Q4	$381K	Sell	2,007 -91	-4%	-$21.5K	﹤0.01%	1059
2021 Q3	$536K	Buy	2,098 +1,241	+145%	+$350K	﹤0.01%	990
2021 Q2	$271K	Sell	857 -19,906	-96%	-$6.24M	﹤0.01%	1088
2021 Q1	$6.54M	Buy	+20,763	New	+$6.13M	0.01%	488
2018 Q2	–	Sell	-18,745	Closed	-$1.27M	–	1059
2018 Q1	$1.27M	Buy	+18,745	New	+$1.57M	﹤0.01%	612

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Mackenzie Financial's W Position: Q2 2022 in Review

Mackenzie Financial sold out of Wayfair (W) in Q2 2022, closing a stake of 3,743 shares — an estimated $415K sold.

Mackenzie Financial first reported a position in W in Q1 2018 and held it in 6 quarters. The position peaked at $6.54M in Q1 2021. 327 funds tracked by Wall St. Rank hold W as of Q2 2022.

Mackenzie Financial reported no remaining Wayfair position as of Q2 2022 after selling out during the quarter.
Mackenzie Financial sold 3,743 Wayfair shares in Q2 2022, an estimated $415K.
Mackenzie Financial first reported a position in Wayfair in Q1 2018 and held it in 6 quarters.
Mackenzie Financial's Wayfair position peaked at $6.54M in Q1 2021.
327 funds tracked by Wall St. Rank held Wayfair as of Q2 2022.

Based on Mackenzie Financial's 13F filing for Q2 2022, filed 10 Aug 2022.