Emerald Mutual Fund Advisers Trust’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-768,962
| Closed | -$6.63M | – | 251 |
|
|
2024
Q3 | $6.63M | Sell |
768,962
-194,776
| -20% | -$1.68M | 0.34% | 93 |
|
|
2024
Q2 | $9.57M | Hold |
963,738
| – | – | 0.5% | 72 |
|
|
2024
Q1 | $8.79M | Hold |
963,738
| – | – | 0.46% | 86 |
|
|
2023
Q4 | $9.06M | Sell |
963,738
-107,182
| -10% | -$1.01M | 0.48% | 85 |
|
|
2023
Q3 | $8.82M | Hold |
1,070,920
| – | – | 0.53% | 83 |
|
|
2023
Q2 | $11.7M | Buy |
1,070,920
+169,419
| +19% | +$1.86M | 0.64% | 73 |
|
|
2023
Q1 | $8.91M | Buy |
+901,501
| New | +$8.91M | 0.53% | 81 |
|
|
2018
Q3 | – | Sell |
-83,290
| Closed | -$2.27M | – | 257 |
|
|
2018
Q2 | $2.27M | Buy |
+83,290
| New | +$2.27M | 0.08% | 202 |
|