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Mendota Financial Group’s WD-40 WDFC Stock Holding History

Mendota Financial Group’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$258 – 1160
2024
Q3 		$258 Buy
+1
New +$251 ﹤0.01% 541

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State Street
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Neuberger Berman Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mendota Financial Group's WDFC Position: Q4 2024 in Review

Mendota Financial Group sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 1 share — an estimated $258 sold.

Mendota Financial Group first reported a position in WDFC in Q3 2024 and held it in 1 quarter. The position peaked at $258 in Q3 2024. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

  • Mendota Financial Group reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 WD-40 share in Q4 2024, an estimated $258.
  • Mendota Financial Group first reported a position in WD-40 in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's WD-40 position peaked at $258 in Q3 2024.
  • 370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.