EI
ZUO

Ellevest Inc’s Zuora, Inc. ZUO Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-162
Closed -$1.6K – 1717
2023
Q1 		$1.6K Sell
162
-244
-60% -$2.04K ﹤0.01% 1494
2022
Q4 		$2.58K Buy
406
+405
+40,500% +$2.86K ﹤0.01% 1337
2022
Q3 		$0 Sell
1
-142
-99% -$1.23K ﹤0.01% 1904
2022
Q2 		$1K Buy
+143
New +$1.59K ﹤0.01% 1344
2022
Q1 		– Sell
-69
Closed -$1K – 1671
2021
Q4 		$1K Buy
+69
New +$1.39K ﹤0.01% 1351

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ellevest Inc's ZUO Position: Q2 2023 in Review

Ellevest Inc sold out of Zuora, Inc. (ZUO) in Q2 2023, closing a stake of 162 shares — an estimated $1.6K sold.

Ellevest Inc first reported a position in ZUO in Q4 2021 and held it in 5 quarters. The position peaked at $2.58K in Q4 2022. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2023.

  • Ellevest Inc reported no remaining Zuora, Inc. position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 162 Zuora, Inc. shares in Q2 2023, an estimated $1.6K.
  • Ellevest Inc first reported a position in Zuora, Inc. in Q4 2021 and held it in 5 quarters.
  • Ellevest Inc's Zuora, Inc. position peaked at $2.58K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.