AWH Capital’s Zuora, Inc. ZUO Stock Holding History

AWH Capital’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
2024 Q3	–	Sell	-25,000	Closed	-$248K	–	26
2024 Q2	$248K	Buy	+25,000	New	+$240K	0.26%	22

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SGM

Scalar Gauge Management Dallas, Texas $182M AUM 150.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AWH Capital's ZUO Position: Q3 2024 in Review

AWH Capital sold out of Zuora, Inc. (ZUO) in Q3 2024, closing a stake of 25,000 shares — an estimated $248K sold.

AWH Capital first reported a position in ZUO in Q2 2024 and held it in 1 quarter. The position peaked at $248K in Q2 2024. 223 funds tracked by Wall St. Rank hold ZUO as of Q3 2024.

AWH Capital reported no remaining Zuora, Inc. position as of Q3 2024 after selling out during the quarter.
AWH Capital sold 25,000 Zuora, Inc. shares in Q3 2024, an estimated $248K.
AWH Capital first reported a position in Zuora, Inc. in Q2 2024 and held it in 1 quarter.
AWH Capital's Zuora, Inc. position peaked at $248K in Q2 2024.
223 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2024.

Based on AWH Capital's 13F filing for Q3 2024, filed 14 Nov 2024.