EWM
ZUO

Elmwood Wealth Management’s Zuora, Inc. ZUO Stock Holding History

Elmwood Wealth 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
2019
Q1 		– Sell
-17,350
Closed -$315K – 304
2018
Q4 		$315K Buy
+17,350
New +$334K 0.3% 79

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
IVGAI
Index Venture Growth Associates II St. Helier, Channel Islands, Jersey $184M AUM 46.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Elmwood Wealth Management's ZUO Position: Q1 2019 in Review

Elmwood Wealth Management sold out of Zuora, Inc. (ZUO) in Q1 2019, closing a stake of 17,350 shares — an estimated $315K sold.

Elmwood Wealth Management first reported a position in ZUO in Q4 2018 and held it in 1 quarter. The position peaked at $315K in Q4 2018. 161 funds tracked by Wall St. Rank hold ZUO as of Q1 2019.

  • Elmwood Wealth Management reported no remaining Zuora, Inc. position as of Q1 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 17,350 Zuora, Inc. shares in Q1 2019, an estimated $315K.
  • Elmwood Wealth Management first reported a position in Zuora, Inc. in Q4 2018 and held it in 1 quarter.
  • Elmwood Wealth Management's Zuora, Inc. position peaked at $315K in Q4 2018.
  • 161 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2019.

Based on Elmwood Wealth Management's 13F filing for Q1 2019, filed 22 May 2019.