FMT
ZUO

First Mercantile Trust’s Zuora, Inc. ZUO Stock Holding History

First Mercantile Trust’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
2021
Q3 		$158K Buy
9,541
+1,574
+20% +$26.5K 0.02% 491
2021
Q2 		$137K Buy
7,967
+2,229
+39% +$35.6K 0.02% 584
2021
Q1 		$85K Buy
+5,738
New +$85.5K 0.01% 718

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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

First Mercantile Trust's ZUO Position: Q3 2021 in Review

First Mercantile Trust increased its Zuora, Inc. (ZUO) stake by 20% in Q3 2021, buying an estimated $26.5K and bringing the position to 9,541 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #491.

First Mercantile Trust first reported a position in ZUO in Q1 2021 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

  • First Mercantile Trust held 9,541 shares of Zuora, Inc. worth $158K as of Q3 2021.
  • First Mercantile Trust bought 1,574 Zuora, Inc. shares in Q3 2021, an estimated $26.5K.
  • Zuora, Inc. made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #491 holding.
  • First Mercantile Trust first reported a position in Zuora, Inc. in Q1 2021 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.