Brandywine Managers’s Zuora, Inc. ZUO Stock Holding History

Brandywine Managers’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	–	Sell	-25,600	Closed	-$442K	–	45
2021 Q2	$442K	Hold	25,600	–	–	0.5%	37
2021 Q1	$379K	Hold	25,600	–	–	0.5%	38
2020 Q4	$357K	Hold	25,600	–	–	0.49%	35
2020 Q3	$265K	Hold	25,600	–	–	0.5%	34
2020 Q2	$326K	Hold	25,600	–	–	1.34%	27
2020 Q1	$206K	Sell	25,600 -26,500	-51%	-$349K	0.07%	33
2019 Q4	$747K	Hold	52,100	–	–	0.22%	20
2019 Q3	$784K	Buy	52,100 +3,000	+6%	+$45.2K	0.26%	19
2019 Q2	$752K	Buy	49,100 +34,500	+236%	+$654K	0.28%	20
2019 Q1	$292K	Sell	14,600 -2,000	-12%	-$43.2K	0.12%	41
2018 Q4	$301K	Buy	+16,600	New	+$319K	0.14%	30

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

Brandywine Managers's ZUO Position: Q3 2021 in Review

Brandywine Managers sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 25,600 shares — an estimated $442K sold.

Brandywine Managers first reported a position in ZUO in Q4 2018 and held it in 11 quarters. The position peaked at $784K in Q3 2019. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

Brandywine Managers reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
Brandywine Managers sold 25,600 Zuora, Inc. shares in Q3 2021, an estimated $442K.
Brandywine Managers first reported a position in Zuora, Inc. in Q4 2018 and held it in 11 quarters.
Brandywine Managers's Zuora, Inc. position peaked at $784K in Q3 2019.
199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Brandywine Managers's 13F filing for Q3 2021, filed 15 Nov 2021.