Blue Trust Inc’s Zuora, Inc. ZUO Stock Holding History

Blue Trust Inc’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	-773	Closed	-$7.68K	–	3045
2024 Q3	$7.68K	Buy	773 +428	+124%	+$3.8K	﹤0.01%	2288
2024 Q2	$3.15K	Buy	+345	New	+$3.32K	﹤0.01%	2329
2024 Q1	–	Sell	-93	Closed	-$1K	–	2775
2023 Q4	$1K	Buy	+93	New	+$768	﹤0.01%	2449
2023 Q3	–	Sell	-3	Closed	–	–	2334
2023 Q2	$0	Sell	3 -238	-99%	-$2.25K	﹤0.01%	2607
2023 Q1	$2K	Buy	241 +206	+589%	+$1.73K	﹤0.01%	2070
2022 Q4	$0	Buy	+35	New	+$247	﹤0.01%	2516

Other funds holding ZUO

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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) 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

Blue Trust Inc's ZUO Position: Q4 2024 in Review

Blue Trust Inc sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 773 shares — an estimated $7.68K sold.

Blue Trust Inc first reported a position in ZUO in Q4 2022 and held it in 6 quarters. The position peaked at $7.68K in Q3 2024. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

Blue Trust Inc reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 773 Zuora, Inc. shares in Q4 2024, an estimated $7.68K.
Blue Trust Inc first reported a position in Zuora, Inc. in Q4 2022 and held it in 6 quarters.
Blue Trust Inc's Zuora, Inc. position peaked at $7.68K in Q3 2024.
215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.