MFG
ZUO

Mendota Financial Group’s Zuora, Inc. ZUO Stock Holding History

Mendota Financial Group’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
2023
Q4 		– Sell
-50
Closed -$412 – 412
2023
Q3 		$412 Hold
50
– – ﹤0.01% 278
2023
Q2 		$549 Buy
+50
New +$473 ﹤0.01% 272
2023
Q1 		– Sell
-50
Closed -$318 – 364
2022
Q4 		$318 Buy
+50
New +$354 ﹤0.01% 293

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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

Mendota Financial Group's ZUO Position: Q4 2023 in Review

Mendota Financial Group sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 50 shares — an estimated $412 sold.

Mendota Financial Group first reported a position in ZUO in Q4 2022 and held it in 3 quarters. The position peaked at $549 in Q2 2023. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

  • Mendota Financial Group reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
  • Mendota Financial Group sold 50 Zuora, Inc. shares in Q4 2023, an estimated $412.
  • Mendota Financial Group first reported a position in Zuora, Inc. in Q4 2022 and held it in 3 quarters.
  • Mendota Financial Group's Zuora, Inc. position peaked at $549 in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.