Ownership history in MACKENZIE FINANCIAL CORP Β· 25 quarters on record
This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in WATSCO INC COM (WSO). 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 outperformed the S&P 500 by +8.3% annually on this WSO position. Timing score: 48% (11/23 decisions correct). Average cost basis: $247.04. Maximum drawdown during holding period: β19.5%.
π₯ Exceptional β beat the S&P 500 by 8.3% per year on this position.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 23 add/trim decisions correct
Best entry: $51.52 (2012 Q4) Β· Worst: $472.82 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 13 trims. Bought during 3 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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