GAM
ZUO

Gemmer Asset Management’s Zuora, Inc. ZUO Stock Holding History

Gemmer Asset Management’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 		– Sell
-1,300
Closed -$22K – 1463
2021
Q2 		$22K Hold
1,300
– – ﹤0.01% 510
2021
Q1 		$19K Buy
1,300
+1,000
+333% +$14.9K ﹤0.01% 530
2020
Q4 		$4K Buy
+300
New +$3.41K ﹤0.01% 1139

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

Gemmer Asset Management's ZUO Position: Q3 2021 in Review

Gemmer Asset Management sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 1,300 shares — an estimated $22K sold.

Gemmer Asset Management first reported a position in ZUO in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

  • Gemmer Asset Management reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 1,300 Zuora, Inc. shares in Q3 2021, an estimated $22K.
  • Gemmer Asset Management first reported a position in Zuora, Inc. in Q4 2020 and held it in 3 quarters.
  • Gemmer Asset Management's Zuora, Inc. position peaked at $22K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.