HighTower Advisors
ZUO

HighTower Advisors’s Zuora, Inc. ZUO Stock Holding History

HighTower Advisors’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
2023
Q4 		– Sell
-245,381
Closed -$2.02M – 3887
2023
Q3 		$2.02M Sell
245,381
-140
-0.1% -$1.38K ﹤0.01% 1373
2023
Q2 		$2.69M Buy
245,521
+195
+0.1% +$1.85K 0.01% 1189
2023
Q1 		$2.42M Sell
245,326
-604
-0.2% -$5.06K 0.01% 1175
2022
Q4 		$1.56M Buy
245,930
+652
+0.3% +$4.61K ﹤0.01% 1416
2022
Q3 		$1.81M Buy
245,278
+289
+0.1% +$2.49K ﹤0.01% 1294
2022
Q2 		$2.19M Sell
244,989
-512
-0.2% -$5.69K 0.01% 1212
2022
Q1 		$3.68M Sell
245,501
-42
-0% -$647 0.01% 1043
2021
Q4 		$4.59M Sell
245,543
-374
-0.2% -$7.51K 0.01% 941
2021
Q3 		$4.08M Sell
245,917
-4,912
-2% -$82.7K 0.01% 915
2021
Q2 		$4.33M Buy
250,829
+3,599
+1% +$57.5K 0.01% 866
2021
Q1 		$3.66M Buy
+247,230
New +$3.68M 0.01% 854
2020
Q4 		– Sell
-245,989
Closed -$2.54M – 2983
2020
Q3 		$2.54M Sell
245,989
-46,024
-16% -$533K 0.01% 789
2020
Q2 		$3.72M Buy
292,013
+46,424
+19% +$517K 0.02% 606
2020
Q1 		$1.98M Sell
245,589
-9,000
-4% -$118K 0.01% 751
2019
Q4 		$3.65M Buy
254,589
+10,328
+4% +$151K 0.02% 667
2019
Q3 		$3.68M Hold
244,261
– – 0.02% 683
2019
Q2 		$3.74M Buy
244,261
+6,000
+3% +$114K 0.02% 664
2019
Q1 		$4.77M Hold
238,261
– – 0.03% 518
2018
Q4 		$4.32M Buy
238,261
+190,216
+396% +$3.66M 0.03% 501
2018
Q3 		$1.11M Buy
+48,045
New +$1.28M 0.01% 1072

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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

HighTower Advisors's ZUO Position: Q4 2023 in Review

HighTower Advisors sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 245,381 shares — an estimated $2.02M sold.

HighTower Advisors first reported a position in ZUO in Q3 2018 and held it in 20 quarters. The position peaked at $4.77M in Q1 2019. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

  • HighTower Advisors reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 245,381 Zuora, Inc. shares in Q4 2023, an estimated $2.02M.
  • HighTower Advisors first reported a position in Zuora, Inc. in Q3 2018 and held it in 20 quarters.
  • HighTower Advisors's Zuora, Inc. position peaked at $4.77M in Q1 2019.
  • 201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.