G
ZUO

GenTrust’s Zuora, Inc. ZUO Stock Holding History

GenTrust’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
Q4 		– Sell
-475,000
Closed -$4.91M – 187
2020
Q3 		$4.91M Buy
+475,000
New +$5.5M 0.45% 40

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 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
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GenTrust's ZUO Position: Q4 2020 in Review

GenTrust sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 475,000 shares — an estimated $4.91M sold.

GenTrust first reported a position in ZUO in Q3 2020 and held it in 1 quarter. The position peaked at $4.91M in Q3 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • GenTrust reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
  • GenTrust sold 475,000 Zuora, Inc. shares in Q4 2020, an estimated $4.91M.
  • GenTrust first reported a position in Zuora, Inc. in Q3 2020 and held it in 1 quarter.
  • GenTrust's Zuora, Inc. position peaked at $4.91M in Q3 2020.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on GenTrust's 13F filing for Q4 2020, filed 16 Feb 2021.