DA
ZUO

Duality Advisers’s Zuora, Inc. ZUO Stock Holding History

Duality Advisers’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
2022
Q4 		– Sell
-27,605
Closed -$204K – 811
2022
Q3 		$204K Buy
+27,605
New +$238K 0.02% 500
2021
Q2 		– Sell
-12,899
Closed -$191K – 756
2021
Q1 		$191K Buy
+12,899
New +$192K 0.02% 511

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Duality Advisers's ZUO Position: Q4 2022 in Review

Duality Advisers sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 27,605 shares — an estimated $204K sold.

Duality Advisers first reported a position in ZUO in Q1 2021 and held it in 2 quarters. The position peaked at $204K in Q3 2022. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

  • Duality Advisers reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
  • Duality Advisers sold 27,605 Zuora, Inc. shares in Q4 2022, an estimated $204K.
  • Duality Advisers first reported a position in Zuora, Inc. in Q1 2021 and held it in 2 quarters.
  • Duality Advisers's Zuora, Inc. position peaked at $204K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Duality Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.