HM Payson & Co’s Zuora, Inc. ZUO Stock Holding History

HM Payson & Co’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 Q1	–	Sell	-872	Closed	-$12K	–	988
2019 Q4	$12K	Hold	872	–	–	﹤0.01%	792
2019 Q3	$13K	Hold	872	–	–	﹤0.01%	789
2019 Q2	$13K	Buy	+872	New	+$16.5K	﹤0.01%	791

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HM Payson & Co's ZUO Position: Q1 2020 in Review

HM Payson & Co sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 872 shares — an estimated $12K sold.

HM Payson & Co first reported a position in ZUO in Q2 2019 and held it in 3 quarters. The position peaked at $13K in Q3 2019. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

HM Payson & Co reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
HM Payson & Co sold 872 Zuora, Inc. shares in Q1 2020, an estimated $12K.
HM Payson & Co first reported a position in Zuora, Inc. in Q2 2019 and held it in 3 quarters.
HM Payson & Co's Zuora, Inc. position peaked at $13K in Q3 2019.
171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on HM Payson & Co's 13F filing for Q1 2020, filed 1 Jul 2020.