HIM
ZUO

Hillsdale Investment Management’s Zuora, Inc. ZUO Stock Holding History

Hillsdale Investment 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
2024
Q1 		– Sell
-600
Closed -$5.64K – 692
2023
Q4 		$5.64K Hold
600
– – ﹤0.01% 520
2023
Q3 		$4.94K Buy
600
+300
+100% +$2.96K ﹤0.01% 519
2023
Q2 		$3.29K Buy
+300
New +$2.84K ﹤0.01% 507
2022
Q3 		– Sell
-176,518
Closed -$1.58M – 631
2022
Q2 		$1.58M Buy
176,518
+9,400
+6% +$104K 0.13% 167
2022
Q1 		$2.5M Hold
167,118
– – 0.16% 161
2021
Q4 		$3.12M Buy
+167,118
New +$3.36M 0.21% 149

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's ZUO Position: Q1 2024 in Review

Hillsdale Investment Management sold out of Zuora, Inc. (ZUO) in Q1 2024, closing a stake of 600 shares — an estimated $5.64K sold.

Hillsdale Investment Management first reported a position in ZUO in Q4 2021 and held it in 6 quarters. The position peaked at $3.12M in Q4 2021. 193 funds tracked by Wall St. Rank hold ZUO as of Q1 2024.

  • Hillsdale Investment Management reported no remaining Zuora, Inc. position as of Q1 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 600 Zuora, Inc. shares in Q1 2024, an estimated $5.64K.
  • Hillsdale Investment Management first reported a position in Zuora, Inc. in Q4 2021 and held it in 6 quarters.
  • Hillsdale Investment Management's Zuora, Inc. position peaked at $3.12M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2024.

Based on Hillsdale Investment Management's 13F filing for Q1 2024, filed 10 May 2024.