CAM
ZUO

Costello Asset Management’s Zuora, Inc. ZUO Stock Holding History

Costello Asset 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
-750
Closed -$10K – 240
2020
Q2 		$10K Buy
+750
New +$8.35K 0.01% 156

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

Costello Asset Management's ZUO Position: Q3 2020 in Review

Costello Asset Management sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 750 shares — an estimated $10K sold.

Costello Asset Management first reported a position in ZUO in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Costello Asset Management reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Costello Asset Management sold 750 Zuora, Inc. shares in Q3 2020, an estimated $10K.
  • Costello Asset Management first reported a position in Zuora, Inc. in Q2 2020 and held it in 1 quarter.
  • Costello Asset Management's Zuora, Inc. position peaked at $10K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Costello Asset Management's 13F filing for Q3 2020, filed 4 Nov 2020.