DT
ZUO

Diversified Trust’s Zuora, Inc. ZUO Stock Holding History

Diversified Trust’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
2024
Q4 		– Sell
-41,564
Closed -$358K – 1003
2024
Q3 		$358K Buy
41,564
+2,692
+7% +$23.9K 0.01% 692
2024
Q2 		$386K Buy
38,872
+3,260
+9% +$31.4K 0.01% 610
2024
Q1 		$325K Hold
35,612
– – 0.01% 640
2023
Q4 		$335K Sell
35,612
-11,390
-24% -$94K 0.01% 620
2023
Q3 		$387K Buy
47,002
+5,662
+14% +$55.8K 0.01% 540
2023
Q2 		$453K Buy
41,340
+17,242
+72% +$163K 0.02% 498
2023
Q1 		$238K Sell
24,098
-34,121
-59% -$286K 0.01% 711
2022
Q4 		$370K Buy
58,219
+10,266
+21% +$72.6K 0.02% 506
2022
Q3 		$354K Buy
47,953
+23,846
+99% +$206K 0.02% 493
2022
Q2 		$216K Buy
24,107
+482
+2% +$5.36K 0.01% 656
2022
Q1 		$354K Buy
23,625
+3,271
+16% +$50.4K 0.01% 560
2021
Q4 		$380K Buy
20,354
+1,417
+7% +$28.5K 0.01% 546
2021
Q3 		$314K Hold
18,937
– – 0.01% 577
2021
Q2 		$327K Sell
18,937
-753
-4% -$12K 0.01% 519
2021
Q1 		$291K Sell
19,690
-2,026
-9% -$30.2K 0.01% 548
2020
Q4 		$303K Buy
21,716
+11,246
+107% +$128K 0.01% 506
2020
Q3 		$108K Buy
+10,470
New +$121K 0.01% 608

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Diversified Trust's ZUO Position: Q4 2024 in Review

Diversified Trust sold out of Zuora, Inc. (ZUO) in Q4 2024, closing a stake of 41,564 shares — an estimated $358K sold.

Diversified Trust first reported a position in ZUO in Q3 2020 and held it in 17 quarters. The position peaked at $453K in Q2 2023. 215 funds tracked by Wall St. Rank hold ZUO as of Q4 2024.

  • Diversified Trust reported no remaining Zuora, Inc. position as of Q4 2024 after selling out during the quarter.
  • Diversified Trust sold 41,564 Zuora, Inc. shares in Q4 2024, an estimated $358K.
  • Diversified Trust first reported a position in Zuora, Inc. in Q3 2020 and held it in 17 quarters.
  • Diversified Trust's Zuora, Inc. position peaked at $453K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2024.

Based on Diversified Trust's 13F filing for Q4 2024, filed 7 Jan 2025.