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
2018 Q4	–	Sell	-26,700	Closed	-$617K	–	4891
2018 Q3	$617K	Buy	+26,700	New	+$712K	﹤0.01%	2240

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

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 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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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 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.