JG
ZUO

Jefferies Group’s Zuora, Inc. ZUO Stock Holding History

Jefferies Group’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
-8,603
Closed -$123K – 2768
2019
Q4 		$123K Buy
+8,603
New +$126K ﹤0.01% 2355
2019
Q2 		– Sell
-82,500
Closed -$1.65M – 2927
2019
Q1 		$1.65M Buy
+82,500
New +$1.78M 0.01% 1007
2018
Q3 		– Sell
-37,049
Closed -$1.01M – 2810
2018
Q2 		$1.01M Buy
+37,049
New +$876K 0.01% 1261

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
SI
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jefferies Group's ZUO Position: Q1 2020 in Review

Jefferies Group sold out of Zuora, Inc. (ZUO) in Q1 2020, closing a stake of 8,603 shares — an estimated $123K sold.

Jefferies Group first reported a position in ZUO in Q2 2018 and held it in 3 quarters. The position peaked at $1.65M in Q1 2019. 171 funds tracked by Wall St. Rank hold ZUO as of Q1 2020.

  • Jefferies Group reported no remaining Zuora, Inc. position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 8,603 Zuora, Inc. shares in Q1 2020, an estimated $123K.
  • Jefferies Group first reported a position in Zuora, Inc. in Q2 2018 and held it in 3 quarters.
  • Jefferies Group's Zuora, Inc. position peaked at $1.65M in Q1 2019.
  • 171 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.