Mackenzie Financial
ZUO

Mackenzie Financial’s Zuora, Inc. ZUO Stock Holding History

Mackenzie Financial’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
-17,981
Closed -$164K – 1654
2024
Q1 		$164K Buy
17,981
+4,761
+36% +$41.5K ﹤0.01% 1373
2023
Q4 		$124K Sell
13,220
-56,723
-81% -$468K ﹤0.01% 1385
2023
Q3 		$539K Buy
69,943
+25,452
+57% +$251K ﹤0.01% 987
2023
Q2 		$497K Buy
44,491
+34,484
+345% +$327K ﹤0.01% 1019
2023
Q1 		$98.9K Sell
10,007
-8,111
-45% -$68K ﹤0.01% 1402
2022
Q4 		$115K Sell
18,118
-44,355
-71% -$314K ﹤0.01% 1308
2022
Q3 		$461K Buy
62,473
+43,273
+225% +$373K ﹤0.01% 956
2022
Q2 		$172K Buy
19,200
+910
+5% +$10.1K ﹤0.01% 1301
2022
Q1 		$274K Buy
+18,290
New +$282K ﹤0.01% 1160

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
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
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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

Mackenzie Financial's ZUO Position: Q2 2024 in Review

Mackenzie Financial sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 17,981 shares — an estimated $164K sold.

Mackenzie Financial first reported a position in ZUO in Q1 2022 and held it in 9 quarters. The position peaked at $539K in Q3 2023. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • Mackenzie Financial reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 17,981 Zuora, Inc. shares in Q2 2024, an estimated $164K.
  • Mackenzie Financial first reported a position in Zuora, Inc. in Q1 2022 and held it in 9 quarters.
  • Mackenzie Financial's Zuora, Inc. position peaked at $539K in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.