LTFS
ZUO

Ladenburg Thalmann Financial Services’s Zuora, Inc. ZUO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$59K Sell
4,094
-20,827
-84% -$305K ﹤0.01% 3410
2019
Q3 		$375K Buy
24,921
+4,411
+22% +$66.4K ﹤0.01% 1989
2019
Q2 		$317K Sell
20,510
-1,161
-5% -$22K ﹤0.01% 2109
2019
Q1 		$434K Buy
21,671
+1,402
+7% +$30.3K ﹤0.01% 1799
2018
Q4 		$369K Buy
20,269
+9,072
+81% +$174K ﹤0.01% 1767
2018
Q3 		$259K Buy
+11,197
New +$299K ﹤0.01% 2109

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
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ZUO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Zuora, Inc. (ZUO) stake by 84% in Q4 2019, selling an estimated $305K and leaving 4,094 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

Ladenburg Thalmann Financial Services first reported a position in ZUO in Q3 2018 and has held it in 6 quarters since. The position peaked at $434K in Q1 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,094 shares of Zuora, Inc. worth $59K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 20,827 Zuora, Inc. shares in Q4 2019, an estimated $305K.
  • Zuora, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3410 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Zuora, Inc. in Q3 2018 and has held it in 6 quarters since.
  • Ladenburg Thalmann Financial Services's Zuora, Inc. position peaked at $434K in Q1 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.