DWT
ZUO

Dorsey & Whitney Trust’s Zuora, Inc. ZUO Stock Holding History

Dorsey & Whitney 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
Q2 		– Sell
-30,857
Closed -$281K – 662
2024
Q1 		$281K Sell
30,857
-7,220
-19% -$62.9K 0.02% 496
2023
Q4 		$358K Hold
38,077
– – 0.03% 415
2023
Q3 		$314K Hold
38,077
– – 0.03% 410
2023
Q2 		$418K Hold
38,077
– – 0.03% 359
2023
Q1 		$376K Hold
38,077
– – 0.03% 372
2022
Q4 		$242K Buy
38,077
+12,539
+49% +$88.7K 0.02% 473
2022
Q3 		$188K Buy
+25,538
New +$220K 0.02% 506

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Dorsey & Whitney Trust's ZUO Position: Q2 2024 in Review

Dorsey & Whitney Trust sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 30,857 shares — an estimated $281K sold.

Dorsey & Whitney Trust first reported a position in ZUO in Q3 2022 and held it in 7 quarters. The position peaked at $418K in Q2 2023. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • Dorsey & Whitney Trust reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 30,857 Zuora, Inc. shares in Q2 2024, an estimated $281K.
  • Dorsey & Whitney Trust first reported a position in Zuora, Inc. in Q3 2022 and held it in 7 quarters.
  • Dorsey & Whitney Trust's Zuora, Inc. position peaked at $418K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2024, filed 7 Aug 2024.