AIM
ZUO

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

Anchor 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
2021
Q2 		– Sell
-72
Closed -$1.07K – 996
2021
Q1 		$1.07K Sell
72
-1
-1% -$15 ﹤0.01% 919
2020
Q4 		$1.02K Hold
73
– – ﹤0.01% 881
2020
Q3 		$755 Hold
73
– – ﹤0.01% 863
2020
Q2 		$931 Hold
73
– – ﹤0.01% 835
2020
Q1 		$588 Hold
73
– – ﹤0.01% 836
2019
Q4 		$1.05K Buy
+73
New +$1.07K ﹤0.01% 801

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Investment Management's ZUO Position: Q2 2021 in Review

Anchor Investment Management sold out of Zuora, Inc. (ZUO) in Q2 2021, closing a stake of 72 shares — an estimated $1.07K sold.

Anchor Investment Management first reported a position in ZUO in Q4 2019 and held it in 6 quarters. The position peaked at $1.07K in Q1 2021. 202 funds tracked by Wall St. Rank hold ZUO as of Q2 2021.

  • Anchor Investment Management reported no remaining Zuora, Inc. position as of Q2 2021 after selling out during the quarter.
  • Anchor Investment Management sold 72 Zuora, Inc. shares in Q2 2021, an estimated $1.07K.
  • Anchor Investment Management first reported a position in Zuora, Inc. in Q4 2019 and held it in 6 quarters.
  • Anchor Investment Management's Zuora, Inc. position peaked at $1.07K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.