EVM
ZUO

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return