Larson Financial Group’s Zuora, Inc. ZUO Stock Holding History

Larson Financial 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 Q3	–	Sell	-133	Closed	-$2K	–	851
2020 Q2	$2K	Hold	133	–	–	﹤0.01%	580
2020 Q1	$1K	Hold	133	–	–	﹤0.01%	521
2019 Q4	$2K	Hold	133	–	–	﹤0.01%	473
2019 Q3	$2K	Hold	133	–	–	﹤0.01%	452
2019 Q2	$2K	Hold	133	–	–	﹤0.01%	402
2019 Q1	$3K	Hold	133	–	–	﹤0.01%	362
2018 Q4	$2K	Buy	+133	New	+$2.56K	﹤0.01%	373

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

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VCM

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Larson Financial Group's ZUO Position: Q3 2020 in Review

Larson Financial Group sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 133 shares — an estimated $2K sold.

Larson Financial Group first reported a position in ZUO in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

Larson Financial Group reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
Larson Financial Group sold 133 Zuora, Inc. shares in Q3 2020, an estimated $2K.
Larson Financial Group first reported a position in Zuora, Inc. in Q4 2018 and held it in 7 quarters.
Larson Financial Group's Zuora, Inc. position peaked at $3K in Q1 2019.
180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Larson Financial Group's 13F filing for Q3 2020, filed 8 Oct 2020.