MFM
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MD Financial Management’s Open Text OTEX Stock Holding History

MD Financial Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-143,303
Closed -$6.8M – 352
2021
Q1 		$6.8M Buy
+143,303
New +$6.7M 0.2% 60

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

MD Financial Management's OTEX Position: Q2 2021 in Review

MD Financial Management sold out of Open Text (OTEX) in Q2 2021, closing a stake of 143,303 shares — an estimated $6.8M sold.

MD Financial Management first reported a position in OTEX in Q1 2021 and held it in 1 quarter. The position peaked at $6.8M in Q1 2021. 276 funds tracked by Wall St. Rank hold OTEX as of Q2 2021.

  • MD Financial Management reported no remaining Open Text position as of Q2 2021 after selling out during the quarter.
  • MD Financial Management sold 143,303 Open Text shares in Q2 2021, an estimated $6.8M.
  • MD Financial Management first reported a position in Open Text in Q1 2021 and held it in 1 quarter.
  • MD Financial Management's Open Text position peaked at $6.8M in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Open Text as of Q2 2021.

Based on MD Financial Management's 13F filing for Q2 2021, filed 21 Jul 2021.