Ownership history in MACKENZIE FINANCIAL CORP Β· 95 quarters on record
This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in MANULIFE FINANCIAL CORP. (MFC). 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 +1.3% annually on this MFC position. Timing score: 39% (36/92 decisions correct). Average cost basis: $12.77. Maximum drawdown during holding period: β71.3%.
β
Outperformed SPY on this position by 1.3% ann.
93 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
36 of 92 add/trim decisions correct
Best entry: $4.55 (2002 Q3) Β· Worst: $35.92 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
47 adds Β· 47 trims. Bought during 15 of 29 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.23% 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