CIM
ZUO

CIM Investment Management’s Zuora, Inc. ZUO Stock Holding History

CIM Investment Management’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
2020
Q3 		– Sell
-14,150
Closed -$180K – 283
2020
Q2 		$180K Buy
14,150
+2,408
+21% +$26.8K 0.07% 228
2020
Q1 		$95K Hold
11,742
– – 0.05% 185
2019
Q4 		$168K Sell
11,742
-9,239
-44% -$135K 0.07% 224
2019
Q3 		$316K Hold
20,981
– – 0.12% 218
2019
Q2 		$321K Buy
+20,981
New +$397K 0.12% 219

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIM Investment Management's ZUO Position: Q3 2020 in Review

CIM Investment Management sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 14,150 shares — an estimated $180K sold.

CIM Investment Management first reported a position in ZUO in Q2 2019 and held it in 5 quarters. The position peaked at $321K in Q2 2019. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • CIM Investment Management reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • CIM Investment Management sold 14,150 Zuora, Inc. shares in Q3 2020, an estimated $180K.
  • CIM Investment Management first reported a position in Zuora, Inc. in Q2 2019 and held it in 5 quarters.
  • CIM Investment Management's Zuora, Inc. position peaked at $321K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on CIM Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.