CG
ZUO

Cutler Group’s Zuora, Inc. ZUO Stock Holding History

Cutler Group’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
-58
Closed – – 4445
2023
Q2 		$0 Buy
+58
New +$549 ﹤0.01% 4309
2023
Q1 		– Sell
-387
Closed -$3.24K – 4891
2022
Q4 		$2K Buy
+387
New +$2.74K ﹤0.01% 3833
2022
Q1 		– Sell
-3,726
Closed -$69K – 6231
2021
Q4 		$69K Buy
3,726
+600
+19% +$12.1K ﹤0.01% 2148
2021
Q3 		$51K Sell
3,126
-54
-2% -$910 ﹤0.01% 2497
2021
Q2 		$54K Sell
3,180
-659
-17% -$10.5K ﹤0.01% 2428
2021
Q1 		$56K Sell
3,839
-5,231
-58% -$77.9K ﹤0.01% 2281
2020
Q4 		$126K Buy
9,070
+212
+2% +$2.41K 0.01% 1385
2020
Q3 		$91K Sell
8,858
-320
-3% -$3.71K 0.01% 1380
2020
Q2 		$117K Buy
9,178
+5,362
+141% +$59.7K 0.01% 1204
2020
Q1 		$30K Sell
3,816
-28,256
-88% -$372K ﹤0.01% 2063
2019
Q4 		$459K Sell
32,072
-8,669
-21% -$127K 0.03% 475
2019
Q3 		$613K Buy
40,741
+28,971
+246% +$436K 0.06% 310
2019
Q2 		$180K Buy
+11,770
New +$223K 0.02% 774
2019
Q1 		– Sell
-1,094
Closed -$19K – 4901
2018
Q4 		$19K Sell
1,094
-8,156
-88% -$157K ﹤0.01% 2158
2018
Q3 		$249K Buy
9,250
+296
+3% +$7.89K 0.02% 738
2018
Q2 		$243K Buy
+8,954
New +$212K 0.02% 700

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

Cutler Group's ZUO Position: Q3 2023 in Review

Cutler Group sold out of Zuora, Inc. (ZUO) in Q3 2023, closing a stake of 58 shares.

Cutler Group first reported a position in ZUO in Q2 2018 and held it in 16 quarters. The position peaked at $613K in Q3 2019. 198 funds tracked by Wall St. Rank hold ZUO as of Q3 2023.

  • Cutler Group reported no remaining Zuora, Inc. position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 58 Zuora, Inc. shares in Q3 2023.
  • Cutler Group first reported a position in Zuora, Inc. in Q2 2018 and held it in 16 quarters.
  • Cutler Group's Zuora, Inc. position peaked at $613K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.