LIP
ZUO

Liontrust Investment Partners’s Zuora, Inc. ZUO Stock Holding History

Liontrust Investment Partners’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
-30,000
Closed -$221K – 249
2022
Q3 		$221K Sell
30,000
-30,000
-50% -$259K ﹤0.01% 245
2022
Q2 		$537K Hold
60,000
– – 0.01% 239
2022
Q1 		$899K Hold
60,000
– – 0.01% 186
2021
Q4 		$1.12M Buy
+60,000
New +$1.21M 0.01% 189

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Liontrust Investment Partners's ZUO Position: Q4 2022 in Review

Liontrust Investment Partners sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 30,000 shares — an estimated $221K sold.

Liontrust Investment Partners first reported a position in ZUO in Q4 2021 and held it in 4 quarters. The position peaked at $1.12M in Q4 2021. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

  • Liontrust Investment Partners reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
  • Liontrust Investment Partners sold 30,000 Zuora, Inc. shares in Q4 2022, an estimated $221K.
  • Liontrust Investment Partners first reported a position in Zuora, Inc. in Q4 2021 and held it in 4 quarters.
  • Liontrust Investment Partners's Zuora, Inc. position peaked at $1.12M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Liontrust Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.