CCA
ZUO

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

Catalyst 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
2018
Q4 		– Sell
-154
Closed -$4K – 503
2018
Q3 		$4K Buy
154
+30
+24% +$800 ﹤0.01% 429
2018
Q2 		$3K Buy
+124
New +$2.93K ﹤0.01% 473

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Catalyst Capital Advisors's ZUO Position: Q4 2018 in Review

Catalyst Capital Advisors sold out of Zuora, Inc. (ZUO) in Q4 2018, closing a stake of 154 shares — an estimated $4K sold.

Catalyst Capital Advisors first reported a position in ZUO in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 119 funds tracked by Wall St. Rank hold ZUO as of Q4 2018.

  • Catalyst Capital Advisors reported no remaining Zuora, Inc. position as of Q4 2018 after selling out during the quarter.
  • Catalyst Capital Advisors sold 154 Zuora, Inc. shares in Q4 2018, an estimated $4K.
  • Catalyst Capital Advisors first reported a position in Zuora, Inc. in Q2 2018 and held it in 2 quarters.
  • Catalyst Capital Advisors's Zuora, Inc. position peaked at $4K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2018.

Based on Catalyst Capital Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.