Altshuler Shaham’s Zuora, Inc. ZUO Stock Holding History

Altshuler Shaham’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
2022 Q1	–	Sell	-3,455	Closed	-$65K	–	659
2021 Q4	$65K	Buy	+3,455	New	+$69.4K	﹤0.01%	390

Other funds holding ZUO

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Altshuler Shaham's ZUO Position: Q1 2022 in Review

Altshuler Shaham sold out of Zuora, Inc. (ZUO) in Q1 2022, closing a stake of 3,455 shares — an estimated $65K sold.

Altshuler Shaham first reported a position in ZUO in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

Altshuler Shaham reported no remaining Zuora, Inc. position as of Q1 2022 after selling out during the quarter.
Altshuler Shaham sold 3,455 Zuora, Inc. shares in Q1 2022, an estimated $65K.
Altshuler Shaham first reported a position in Zuora, Inc. in Q4 2021 and held it in 1 quarter.
Altshuler Shaham's Zuora, Inc. position peaked at $65K in Q4 2021.
213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Altshuler Shaham's 13F filing for Q1 2022, filed 16 May 2022.