HR
ZUO

Howe & Rusling’s Zuora, Inc. ZUO Stock Holding History

Howe & Rusling’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
-572
Closed -$4K – 1085
2022
Q3 		$4K Buy
572
+107
+23% +$923 ﹤0.01% 754
2022
Q2 		$4K Buy
465
+76
+20% +$844 ﹤0.01% 741
2022
Q1 		$6K Buy
389
+151
+63% +$2.33K ﹤0.01% 633
2021
Q4 		$4K Buy
+238
New +$4.78K ﹤0.01% 770

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

Howe & Rusling's ZUO Position: Q4 2022 in Review

Howe & Rusling sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 572 shares — an estimated $4K sold.

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

  • Howe & Rusling reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 572 Zuora, Inc. shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Zuora, Inc. in Q4 2021 and held it in 4 quarters.
  • Howe & Rusling's Zuora, Inc. position peaked at $6K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.