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

Burleson & 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
2022 Q4	$2.16K	Hold	340	–	–	﹤0.01%	334
2022 Q3	$3K	Hold	340	–	–	﹤0.01%	340
2022 Q2	$3K	Hold	340	–	–	﹤0.01%	329
2022 Q1	$5K	Hold	340	–	–	﹤0.01%	307
2021 Q4	$6K	Hold	340	–	–	﹤0.01%	284
2021 Q3	$6K	Hold	340	–	–	﹤0.01%	284
2021 Q2	$6K	Hold	340	–	–	﹤0.01%	289
2021 Q1	$5K	Buy	+340	New	+$5.07K	﹤0.01%	287

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

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

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Burleson & Co's ZUO Position: Q4 2022 in Review

Burleson & Co held its Zuora, Inc. (ZUO) position steady in Q4 2022 at 340 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Burleson & Co first reported a position in ZUO in Q1 2021 and has held it in 8 quarters since. The position peaked at $6K in Q4 2021. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

Burleson & Co held 340 shares of Zuora, Inc. worth $2.16K as of Q4 2022.
Burleson & Co left its Zuora, Inc. share count unchanged in Q4 2022.
Zuora, Inc. made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #334 holding.
Burleson & Co first reported a position in Zuora, Inc. in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Zuora, Inc. position peaked at $6K in Q4 2021.
194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.