Freestone Capital Holdings’s Zuora, Inc. ZUO Stock Holding History

Freestone Capital Holdings’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
2018 Q3	–	Sell	-300	Closed	-$8.16M	–	425
2018 Q2	$8.16M	Buy	+300	New	+$7.09K	0.05%	69

Other funds holding ZUO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Freestone Capital Holdings's ZUO Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 5,000 shares — an estimated $69.7K sold.

Freestone Capital Holdings first reported a position in ZUO in Q3 2020 and held it in 2 quarters. The position peaked at $69.7K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

Freestone Capital Holdings reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
Freestone Capital Holdings sold 5,000 Zuora, Inc. shares in Q1 2021, an estimated $69.7K.
Freestone Capital Holdings first reported a position in Zuora, Inc. in Q3 2020 and held it in 2 quarters.
Freestone Capital Holdings's Zuora, Inc. position peaked at $69.7K in Q4 2020.
189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.