CFM
ZUO

Comprehensive Financial Management’s Zuora, Inc. ZUO Stock Holding History

Comprehensive Financial 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
-33,481
Closed -$427K – 27
2020
Q2 		$427K Buy
+33,481
New +$373K 0.01% 24

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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 $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Comprehensive Financial Management's ZUO Position: Q3 2020 in Review

Comprehensive Financial Management sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 33,481 shares — an estimated $427K sold.

Comprehensive Financial Management first reported a position in ZUO in Q2 2020 and held it in 1 quarter. The position peaked at $427K in Q2 2020. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Comprehensive Financial Management reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Comprehensive Financial Management sold 33,481 Zuora, Inc. shares in Q3 2020, an estimated $427K.
  • Comprehensive Financial Management first reported a position in Zuora, Inc. in Q2 2020 and held it in 1 quarter.
  • Comprehensive Financial Management's Zuora, Inc. position peaked at $427K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Comprehensive Financial Management's 13F filing for Q3 2020, filed 13 Nov 2020.