Ownership history in MACKENZIE FINANCIAL CORP Β· 85 quarters on record
This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in APACHE , (APA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACKENZIE FINANCIAL CORP underperformed the S&P 500 by β3.2% annually on this APA position. Timing score: 49% (40/82 decisions correct). Average cost basis: $46.70. Maximum drawdown during holding period: β84.5%.
β οΈ Trailed SPY by 3.2% ann. on this position.
83 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
40 of 82 add/trim decisions correct
Best entry: $15.55 (2021 Q1) Β· Worst: $96.27 (2011 Q1)
πͺ Held through 2 major drawdowns (>20%).
50 adds Β· 34 trims. Bought during 21 of 42 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size