Aigen Investment Management’s Zuora, Inc. ZUO Stock Holding History

Aigen Investment Management’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 Q3	–	Sell	-13,107	Closed	-$144K	–	1129
2023 Q2	$144K	Buy	+13,107	New	+$124K	0.02%	655
2022 Q2	–	Sell	-17,725	Closed	-$266K	–	764
2022 Q1	$266K	Buy	+17,725	New	+$273K	0.05%	409
2020 Q2	–	Sell	-26,100	Closed	-$210K	–	1360
2020 Q1	$210K	Sell	26,100 -5,910	-18%	-$77.8K	0.03%	691
2019 Q4	$459K	Buy	+32,010	New	+$469K	0.08%	340

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

PIMC

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aigen Investment Management's ZUO Position: Q3 2023 in Review

Aigen Investment Management sold out of Zuora, Inc. (ZUO) in Q3 2023, closing a stake of 13,107 shares — an estimated $144K sold.

Aigen Investment Management first reported a position in ZUO in Q4 2019 and held it in 4 quarters. The position peaked at $459K in Q4 2019. 198 funds tracked by Wall St. Rank hold ZUO as of Q3 2023.

Aigen Investment Management reported no remaining Zuora, Inc. position as of Q3 2023 after selling out during the quarter.
Aigen Investment Management sold 13,107 Zuora, Inc. shares in Q3 2023, an estimated $144K.
Aigen Investment Management first reported a position in Zuora, Inc. in Q4 2019 and held it in 4 quarters.
Aigen Investment Management's Zuora, Inc. position peaked at $459K in Q4 2019.
198 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2023.

Based on Aigen Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.