Essex Investment Management’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-162,525
| Closed | -$1.78M | – | 407 |
|
|
2023
Q2 | $1.78M | Buy |
162,525
+23,479
| +17% | +$258K | 0.25% | 142 |
|
|
2023
Q1 | $1.37M | Buy |
139,046
+26,467
| +24% | +$261K | 0.2% | 155 |
|
|
2022
Q4 | $716K | Sell |
112,579
-51,697
| -31% | -$329K | 0.11% | 224 |
|
|
2022
Q3 | $1.21M | Buy |
164,276
+35,484
| +28% | +$262K | 0.19% | 158 |
|
|
2022
Q2 | $1.15M | Sell |
128,792
-2,467
| -2% | -$22.1K | 0.19% | 168 |
|
|
2022
Q1 | $1.97M | Buy |
131,259
+5,490
| +4% | +$82.2K | 0.25% | 126 |
|
|
2021
Q4 | $2.35M | Sell |
125,769
-1,217
| -1% | -$22.7K | 0.27% | 118 |
|
|
2021
Q3 | $2.11M | Buy |
126,986
+23,326
| +23% | +$387K | 0.26% | 123 |
|
|
2021
Q2 | $1.79M | Sell |
103,660
-12,776
| -11% | -$220K | 0.21% | 162 |
|
|
2021
Q1 | $1.72M | Buy |
+116,436
| New | +$1.72M | 0.21% | 163 |
|