Ergoteles’s Zuora, Inc. ZUO Stock Holding History

Ergoteles’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	-28,609	Closed	-$283K	–	1619
2023 Q1	$283K	Sell	28,609 -7,227	-20%	-$60.6K	0.01%	917
2022 Q4	$228K	Buy	+35,836	New	+$253K	0.01%	1021
2022 Q3	–	Sell	-19,176	Closed	-$172K	–	2078
2022 Q2	$172K	Buy	+19,176	New	+$213K	0.01%	1383
2021 Q3	–	Sell	-12,200	Closed	-$210K	–	1769
2021 Q2	$210K	Buy	+12,200	New	+$195K	﹤0.01%	1250

Other funds holding ZUO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ergoteles's ZUO Position: Q2 2023 in Review

Ergoteles sold out of Zuora, Inc. (ZUO) in Q2 2023, closing a stake of 28,609 shares — an estimated $283K sold.

Ergoteles first reported a position in ZUO in Q2 2021 and held it in 4 quarters. The position peaked at $283K in Q1 2023. 200 funds tracked by Wall St. Rank hold ZUO as of Q2 2023.

Ergoteles reported no remaining Zuora, Inc. position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 28,609 Zuora, Inc. shares in Q2 2023, an estimated $283K.
Ergoteles first reported a position in Zuora, Inc. in Q2 2021 and held it in 4 quarters.
Ergoteles's Zuora, Inc. position peaked at $283K in Q1 2023.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.