Bank of Montreal
ZUO

Bank of Montreal’s Zuora, Inc. ZUO Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-150,242
Closed -$1.31M – 4011
2024
Q3 		$1.31M Buy
150,242
+134,776
+871% +$1.2M ﹤0.01% 1899
2024
Q2 		$161K Hold
15,466
– – ﹤0.01% 3080
2024
Q1 		$142K Sell
15,466
-333
-2% -$2.9K ﹤0.01% 3187
2023
Q4 		$152K Buy
+15,799
New +$130K ﹤0.01% 3240
2023
Q2 		– Sell
-12,771
Closed -$126K – 4353
2023
Q1 		$126K Buy
+12,771
New +$107K ﹤0.01% 3180
2022
Q1 		– Sell
-81,810
Closed -$1.56M – 4316
2021
Q4 		$1.56M Sell
81,810
-4
-0% -$80 ﹤0.01% 1712
2021
Q3 		$1.36M Buy
81,814
+9,248
+13% +$156K ﹤0.01% 2300
2021
Q2 		$1.33M Buy
72,566
+5,431
+8% +$86.8K ﹤0.01% 2310
2021
Q1 		$1.13M Buy
67,135
+20,077
+43% +$299K ﹤0.01% 2096
2020
Q4 		$668K Sell
47,058
-242,453
-84% -$2.76M ﹤0.01% 2543
2020
Q3 		$2.91M Sell
289,511
-42,947
-13% -$497K ﹤0.01% 1494
2020
Q2 		$4.27M Buy
332,458
+202,360
+156% +$2.25M ﹤0.01% 1235
2020
Q1 		$1.07M Sell
130,098
-167,225
-56% -$2.2M ﹤0.01% 1673
2019
Q4 		$4.26M Buy
297,323
+43,972
+17% +$644K ﹤0.01% 1446
2019
Q3 		$3.81M Buy
253,351
+46,608
+23% +$702K ﹤0.01% 1320
2019
Q2 		$3.17M Buy
206,743
+206,643
+206,643% +$3.91M ﹤0.01% 1435
2019
Q1 		$2K Hold
100
– – ﹤0.01% 4167
2018
Q4 		$2K Sell
100
-26,700
-100% -$513K ﹤0.01% 4437
2018
Q3 		$619K Buy
26,800
+26,700
+26,700% +$712K ﹤0.01% 2238
2018
Q2 		$3K Buy
+100
New +$2.37K ﹤0.01% 4284

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of Montreal's ZUO Position: Q4 2024 in Review

Bank of Montreal sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 150,242 shares — an estimated $1.31M sold.

Bank of Montreal first reported a position in ZUO in Q2 2018 and held it in 20 quarters. The position peaked at $4.27M in Q2 2020. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Bank of Montreal reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 150,242 Zuora, Inc. shares in Q4 2024, an estimated $1.31M.
  • Bank of Montreal first reported a position in Zuora, Inc. in Q2 2018 and held it in 20 quarters.
  • Bank of Montreal's Zuora, Inc. position peaked at $4.27M in Q2 2020.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.