BC
ZUO

Bartlett & Co’s Zuora, Inc. ZUO Stock Holding History

Bartlett & Co’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
2023
Q4 		$19K Hold
2,000
– – ﹤0.01% 894
2023
Q3 		$16K Hold
2,000
– – ﹤0.01% 862
2023
Q2 		$22K Hold
2,000
– – ﹤0.01% 811
2023
Q1 		$20K Hold
2,000
– – ﹤0.01% 716
2022
Q4 		$13K Hold
2,000
– – ﹤0.01% 794
2022
Q3 		$15K Hold
2,000
– – ﹤0.01% 759
2022
Q2 		$18K Hold
2,000
– – ﹤0.01% 755
2022
Q1 		$30K Buy
+2,000
New +$30.8K ﹤0.01% 668

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co's ZUO Position: Q4 2023 in Review

Bartlett & Co held its Zuora, Inc. (ZUO) position steady in Q4 2023 at 2,000 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Bartlett & Co first reported a position in ZUO in Q1 2022 and has held it in 8 quarters since. The position peaked at $30K in Q1 2022. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

  • Bartlett & Co held 2,000 shares of Zuora, Inc. worth $19K as of Q4 2023.
  • Bartlett & Co left its Zuora, Inc. share count unchanged in Q4 2023.
  • Zuora, Inc. made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #894 holding.
  • Bartlett & Co first reported a position in Zuora, Inc. in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's Zuora, Inc. position peaked at $30K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.