Flagship Harbor Advisors’s Zuora, Inc. ZUO Stock Holding History

Flagship Harbor Advisors’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
2020 Q1	–	Sell	-443	Closed	-$6K	–	1998
2019 Q4	$6K	Hold	443	–	–	﹤0.01%	1504
2019 Q3	$6K	Sell	443 -209	-32%	-$3.15K	﹤0.01%	1461
2019 Q2	$9K	Hold	652	–	–	﹤0.01%	1348
2019 Q1	$13K	Sell	652 -125	-16%	-$2.7K	﹤0.01%	1222
2018 Q4	$14K	Sell	777 -2,213	-74%	-$42.6K	﹤0.01%	1140
2018 Q3	$64K	Sell	2,990 -1,905	-39%	-$50.8K	0.01%	719
2018 Q2	$133K	Buy	+4,895	New	+$116K	0.03%	495

Other funds holding ZUO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Hound Partners New York $863M AUM 11.22% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Flagship Harbor Advisors's ZUO Position: Q1 2020 in Review

Flagship Harbor Advisors sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 443 shares — an estimated $6K sold.

Flagship Harbor Advisors first reported a position in ZUO in Q2 2018 and held it in 7 quarters. The position peaked at $133K in Q2 2018. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

Flagship Harbor Advisors reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 443 Zuora, Inc. shares in Q1 2020, an estimated $6K.
Flagship Harbor Advisors first reported a position in Zuora, Inc. in Q2 2018 and held it in 7 quarters.
Flagship Harbor Advisors's Zuora, Inc. position peaked at $133K in Q2 2018.
171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on Flagship Harbor Advisors's 13F filing for Q1 2020, filed 12 May 2020.