Ownership history in MACKENZIE FINANCIAL CORP Β· 20 quarters on record
This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in MDU RES GROUP INC (MDU). 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 β17.0% annually on this MDU position. Timing score: 31% (5/16 decisions correct). Average cost basis: $10.66. Maximum drawdown during holding period: β26.6%.
β Significantly underperformed the S&P 500 by 17.0% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 16 add/trim decisions correct
Best entry: $6.85 (2020 Q1) Β· Worst: $17.57 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 5 trims. Bought during 5 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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