HI
ZUO

Harbour Investments’s Zuora, Inc. ZUO Stock Holding History

Harbour Investments’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
2022
Q4 		– Sell
-100
Closed -$1K – 3133
2022
Q3 		$1K Hold
100
– – ﹤0.01% 2685
2022
Q2 		$1K Buy
+100
New +$1.11K ﹤0.01% 2685
2021
Q4 		$2K Sell
100
-135
-57% -$2.71K ﹤0.01% 2445
2021
Q3 		$4K Hold
235
– – ﹤0.01% 3125
2021
Q2 		$4K Hold
235
– – ﹤0.01% 3187
2021
Q1 		$3K Buy
+235
New +$3.5K ﹤0.01% 3148

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbour Investments's ZUO Position: Q4 2022 in Review

Harbour Investments sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Harbour Investments first reported a position in ZUO in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

  • Harbour Investments reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
  • Harbour Investments sold 100 Zuora, Inc. shares in Q4 2022, an estimated $1K.
  • Harbour Investments first reported a position in Zuora, Inc. in Q1 2021 and held it in 6 quarters.
  • Harbour Investments's Zuora, Inc. position peaked at $4K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.