FHA
ZUO

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 – 2010
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hound Partners New York $792M AUM 9.54% 1-Year Est. Return
SI
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 $1.41B AUM 7.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return