Federated Hermes
ZUO

Federated Hermes’s Zuora, Inc. ZUO Stock Holding History

Federated Hermes’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
2024
Q1 		– Sell
-131
Closed -$1.23K – 2155
2023
Q4 		$1.23K Sell
131
-29,631
-100% -$245K ﹤0.01% 1962
2023
Q3 		$245K Buy
29,762
+1,729
+6% +$17K ﹤0.01% 1497
2023
Q2 		$308K Buy
+28,033
New +$265K ﹤0.01% 1493
2023
Q1 		– Sell
-586
Closed -$3.73K – 2289
2022
Q4 		$3.73K Buy
+586
New +$4.14K ﹤0.01% 1955
2022
Q2 		– Sell
-750,833
Closed -$11.2M – 2308
2022
Q1 		$11.2M Sell
750,833
-265,670
-26% -$4.09M 0.03% 574
2021
Q4 		$19M Sell
1,016,503
-70
-0% -$1.41K 0.04% 497
2021
Q3 		$16.9M Buy
1,016,573
+371,549
+58% +$6.26M 0.03% 521
2021
Q2 		$11.1M Buy
645,024
+625,772
+3,250% +$10M 0.02% 619
2021
Q1 		$285K Buy
+19,252
New +$287K ﹤0.01% 1652
2019
Q2 		– Sell
-657,400
Closed -$13.2M – 2236
2019
Q1 		$13.2M Sell
657,400
-318,300
-33% -$6.87M 0.03% 465
2018
Q4 		$17.7M Sell
975,700
-30,700
-3% -$590K 0.05% 336
2018
Q3 		$23.3M Sell
1,006,400
-50,300
-5% -$1.34M 0.05% 318
2018
Q2 		$28.7M Buy
+1,056,700
New +$25M 0.08% 192

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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

Federated Hermes's ZUO Position: Q1 2024 in Review

Federated Hermes sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 131 shares — an estimated $1.23K sold.

Federated Hermes first reported a position in ZUO in Q2 2018 and held it in 13 quarters. The position peaked at $28.7M in Q2 2018. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Federated Hermes reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • Federated Hermes sold 131 Zuora, Inc. shares in Q1 2024, an estimated $1.23K.
  • Federated Hermes first reported a position in Zuora, Inc. in Q2 2018 and held it in 13 quarters.
  • Federated Hermes's Zuora, Inc. position peaked at $28.7M in Q2 2018.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Federated Hermes's 13F filing for Q1 2024, filed 14 May 2024.