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
Q1 		– Sell
-7,300
Closed -$9K – 6445
2020
Q4 		$9K Buy
7,300
+6,000
+462% +$68.2K ﹤0.01% 3300
2020
Q3 		$13K Buy
1,300
+100
+8% +$1.16K ﹤0.01% 2815
2020
Q2 		$10K Sell
1,200
-300
-20% -$3.34K ﹤0.01% 2902
2020
Q1 		$18K Sell
1,500
-7,100
-83% -$93.4K ﹤0.01% 2380
2019
Q4 		$29K Sell
8,600
-23,000
-73% -$337K ﹤0.01% 1991
2019
Q3 		$53K Buy
31,600
+14,000
+80% +$211K ﹤0.01% 1503
2019
Q2 		$27K Buy
+17,600
New +$333K ﹤0.01% 1997
2019
Q1 		– Sell
-3,100
Closed -$22K – 4902
2018
Q4 		$22K Sell
3,100
-19,000
-86% -$365K ﹤0.01% 2056
2018
Q3 		$84K Buy
22,100
+8,400
+61% +$224K 0.01% 1303
2018
Q2 		$50K Buy
+13,700
New +$324K ﹤0.01% 1612

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.