Eaton Vance Management’s Zuora, Inc. ZUO Stock Holding History

Eaton Vance Management’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 Q3	$210K	Hold	28,459	–	–	﹤0.01%	1489
2022 Q2	$255K	Hold	28,459	–	–	﹤0.01%	1492
2022 Q1	$426K	Hold	28,459	–	–	﹤0.01%	1556
2021 Q4	$532K	Hold	28,459	–	–	﹤0.01%	1316
2021 Q3	$472K	Hold	28,459	–	–	﹤0.01%	1228
2021 Q2	$491K	Sell	28,459 -359	-1%	-$5.74K	﹤0.01%	1353
2021 Q1	$427K	Buy	28,818 +359	+1%	+$5.35K	﹤0.01%	1310
2020 Q4	$396K	Sell	28,459 -259	-0.9%	-$2.94K	﹤0.01%	1262
2020 Q3	$297K	Buy	28,718 +1,115	+4%	+$12.9K	﹤0.01%	1221
2020 Q2	$352K	Buy	27,603 +259	+0.9%	+$2.88K	﹤0.01%	1159
2020 Q1	$220K	Buy	27,344 +1,189	+5%	+$15.6K	﹤0.01%	1205
2019 Q4	$375K	Buy	26,155 +1,155	+5%	+$16.9K	﹤0.01%	1174
2019 Q3	$376K	Hold	25,000	–	–	﹤0.01%	1159
2019 Q2	$383K	Buy	+25,000	New	+$474K	﹤0.01%	1147

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eaton Vance Management's ZUO Position: Q3 2022 in Review

Eaton Vance Management held its Zuora, Inc. (ZUO) position steady in Q3 2022 at 28,459 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Eaton Vance Management first reported a position in ZUO in Q2 2019 and has held it in 14 quarters since. The position peaked at $532K in Q4 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

Eaton Vance Management held 28,459 shares of Zuora, Inc. worth $210K as of Q3 2022.
Eaton Vance Management left its Zuora, Inc. share count unchanged in Q3 2022.
Zuora, Inc. made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1489 holding.
Eaton Vance Management first reported a position in Zuora, Inc. in Q2 2019 and has held it in 14 quarters since.
Eaton Vance Management's Zuora, Inc. position peaked at $532K in Q4 2021.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.