Mackenzie Financial
ZIP icon

Mackenzie Financial’s ZipRecruiter ZIP Stock Holding History

Mackenzie Financial’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.9K Buy
+20,081
New +$49.3K ﹤0.01% 1402
2025
Q1 		– Sell
-51,361
Closed -$372K – 1816
2024
Q4 		$372K Buy
51,361
+32,939
+179% +$295K ﹤0.01% 1295
2024
Q3 		$175K Sell
18,422
-13,325
-42% -$119K ﹤0.01% 1418
2024
Q2 		$289K Sell
31,747
-10,005
-24% -$101K ﹤0.01% 1179
2024
Q1 		$480K Buy
41,752
+8,026
+24% +$108K ﹤0.01% 1031
2023
Q4 		$469K Sell
33,726
-2,381
-7% -$29.4K ﹤0.01% 1011
2023
Q3 		$427K Buy
36,107
+14,960
+71% +$244K ﹤0.01% 1035
2023
Q2 		$377K Sell
21,147
-123
-0.6% -$2.02K ﹤0.01% 1104
2023
Q1 		$339K Sell
21,270
-19,929
-48% -$360K ﹤0.01% 1145
2022
Q4 		$676K Buy
41,199
+13,704
+50% +$227K ﹤0.01% 842
2022
Q3 		$454K Buy
+27,495
New +$479K ﹤0.01% 963

Other funds holding ZIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return