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
2021
Q3 		– Sell
-4,100
Closed -$6K – 6517
2021
Q2 		$6K Buy
4,100
+600
+17% +$9.59K ﹤0.01% 4361
2021
Q1 		$2K Sell
3,500
-10,200
-74% -$152K ﹤0.01% 5058
2020
Q4 		$9K Buy
13,700
+2,600
+23% +$29.6K ﹤0.01% 3299
2020
Q3 		$2K Buy
11,100
+5,700
+106% +$66K ﹤0.01% 4169
2020
Q2 		$6K Sell
5,400
-48,100
-90% -$536K ﹤0.01% 3239
2020
Q1 		$6K Sell
53,500
-23,500
-31% -$309K ﹤0.01% 3030
2019
Q4 		$5K Sell
77,000
-15,700
-17% -$230K ﹤0.01% 3095
2019
Q3 		$96K Buy
92,700
+83,700
+930% +$1.26M 0.01% 1092
2019
Q2 		$7K Buy
+9,000
New +$170K ﹤0.01% 2942
2019
Q1 		– Sell
-28,400
Closed -$13K – 4900
2018
Q4 		$13K Sell
28,400
-47,400
-63% -$911K ﹤0.01% 2402
2018
Q3 		$60K Buy
75,800
+56,200
+287% +$1.5M ﹤0.01% 1502
2018
Q2 		$12K Buy
+19,600
New +$463K ﹤0.01% 2561

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.