CMF
ZUO

Counterpoint Mutual Funds’s Zuora, Inc. ZUO Stock Holding History

Counterpoint Mutual Funds’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
2023
Q3 		– Sell
-10,945
Closed -$120K – 470
2023
Q2 		$120K Buy
+10,945
New +$104K 0.11% 174

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Counterpoint Mutual Funds's ZUO Position: Q3 2023 in Review

Counterpoint Mutual Funds sold out of Zuora, Inc. (ZUO) in Q3 2023, closing a stake of 10,945 shares — an estimated $120K sold.

Counterpoint Mutual Funds first reported a position in ZUO in Q2 2023 and held it in 1 quarter. The position peaked at $120K in Q2 2023. 198 funds tracked by Wall St. Rank hold ZUO as of Q3 2023.

  • Counterpoint Mutual Funds reported no remaining Zuora, Inc. position as of Q3 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 10,945 Zuora, Inc. shares in Q3 2023, an estimated $120K.
  • Counterpoint Mutual Funds first reported a position in Zuora, Inc. in Q2 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Zuora, Inc. position peaked at $120K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2023, filed 18 Oct 2023.