Lincoln National Corp’s Zuora, Inc. ZUO Stock Holding History

Lincoln National Corp’s Portfolio ZUO Stock Details ZUO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-22,071	Closed	-$201K	–	1186
2024 Q1	$201K	Hold	22,071	–	–	﹤0.01%	1152
2023 Q4	$207K	Hold	22,071	–	–	﹤0.01%	1040
2023 Q3	$182K	Hold	22,071	–	–	﹤0.01%	978
2023 Q2	$242K	Hold	22,071	–	–	﹤0.01%	880
2023 Q1	$218K	Hold	22,071	–	–	﹤0.01%	891
2022 Q4	$140K	Buy	+22,071	New	+$156K	﹤0.01%	887

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SGM

Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Lincoln National Corp's ZUO Position: Q2 2024 in Review

Lincoln National Corp sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 22,071 shares — an estimated $201K sold.

Lincoln National Corp first reported a position in ZUO in Q4 2022 and held it in 6 quarters. The position peaked at $242K in Q2 2023. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

Lincoln National Corp reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 22,071 Zuora, Inc. shares in Q2 2024, an estimated $201K.
Lincoln National Corp first reported a position in Zuora, Inc. in Q4 2022 and held it in 6 quarters.
Lincoln National Corp's Zuora, Inc. position peaked at $242K in Q2 2023.
211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.