HIIFS
ZUO

Harel Insurance Investments & Financial Services’s Zuora, Inc. ZUO Stock Holding History

Harel Insurance Investments & Financial Services’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
2019
Q4 		– Sell
-3,000
Closed -$45K – 572
2019
Q3 		$45K Sell
3,000
-3,000
-50% -$45.2K ﹤0.01% 314
2019
Q2 		$92K Buy
+6,000
New +$114K ﹤0.01% 253

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ZUO Position: Q4 2019 in Review

Harel Insurance Investments & Financial Services sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 3,000 shares — an estimated $45K sold.

Harel Insurance Investments & Financial Services first reported a position in ZUO in Q2 2019 and held it in 2 quarters. The position peaked at $92K in Q2 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Harel Insurance Investments & Financial Services reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 3,000 Zuora, Inc. shares in Q4 2019, an estimated $45K.
  • Harel Insurance Investments & Financial Services first reported a position in Zuora, Inc. in Q2 2019 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Zuora, Inc. position peaked at $92K in Q2 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2019, filed 23 Jan 2020.