Berman Capital Advisors’s Zuora, Inc. ZUO Stock Holding History

Berman Capital Advisors’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 Q3	$1K	Buy	94 +64	+213%	+$1.08K	﹤0.01%	2002
2021 Q2	$0	Buy	+30	New	+$479	﹤0.01%	2082
2020 Q3	–	Sell	-95	Closed	-$1K	–	1807
2020 Q2	$1K	Buy	+95	New	+$1.06K	﹤0.01%	1534
2020 Q1	–	Sell	-79	Closed	-$1K	–	1708
2019 Q4	$1K	Buy	+79	New	+$1.16K	﹤0.01%	1413
2019 Q2	–	Sell	-13,433	Closed	-$269K	–	1601
2019 Q1	$269K	Buy	13,433 +11,154	+489%	+$241K	0.09%	105
2018 Q4	$41K	Sell	2,279 -9,505	-81%	-$183K	0.02%	277
2018 Q3	$272K	Buy	+11,784	New	+$314K	0.11%	85

Other funds holding ZUO

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's ZUO Position: Q3 2021 in Review

Berman Capital Advisors increased its Zuora, Inc. (ZUO) stake by 213% in Q3 2021, buying an estimated $1.08K and bringing the position to 94 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Berman Capital Advisors first reported a position in ZUO in Q3 2018 and has held it in 7 quarters since. The position peaked at $272K in Q3 2018. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

Berman Capital Advisors held 94 shares of Zuora, Inc. worth $1K as of Q3 2021.
Berman Capital Advisors bought 64 Zuora, Inc. shares in Q3 2021, an estimated $1.08K.
Zuora, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2002 holding.
Berman Capital Advisors first reported a position in Zuora, Inc. in Q3 2018 and has held it in 7 quarters since.
Berman Capital Advisors's Zuora, Inc. position peaked at $272K in Q3 2018.
199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.