Lord, Abbett & Co
ZUO

Lord, Abbett & Co’s Zuora, Inc. ZUO Stock Holding History

Lord, Abbett & Co’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
2023
Q4 		– Sell
-1,247,522
Closed -$10.3M – 599
2023
Q3 		$10.3M Sell
1,247,522
-43,855
-3% -$432K 0.04% 383
2023
Q2 		$14.2M Buy
1,291,377
+832,530
+181% +$7.88M 0.05% 388
2023
Q1 		$4.53M Buy
+458,847
New +$3.84M 0.02% 484
2022
Q3 		– Sell
-779,630
Closed -$6.98M – 623
2022
Q2 		$6.98M Sell
779,630
-119,026
-13% -$1.32M 0.02% 451
2022
Q1 		$13.5M Sell
898,656
-208,666
-19% -$3.21M 0.04% 410
2021
Q4 		$20.7M Buy
1,107,322
+353,462
+47% +$7.1M 0.05% 389
2021
Q3 		$12.5M Buy
753,860
+140,139
+23% +$2.36M 0.03% 490
2021
Q2 		$10.6M Sell
613,721
-58,631
-9% -$937K 0.03% 523
2021
Q1 		$9.95M Buy
+672,352
New +$10M 0.03% 525
2018
Q4 		– Sell
-602,377
Closed -$13.9M – 845
2018
Q3 		$13.9M Buy
602,377
+404,430
+204% +$10.8M 0.04% 566
2018
Q2 		$5.38M Buy
+197,947
New +$4.68M 0.02% 731

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
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co's ZUO Position: Q4 2023 in Review

Lord, Abbett & Co sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 1,247,522 shares — an estimated $10.3M sold.

Lord, Abbett & Co first reported a position in ZUO in Q2 2018 and held it in 11 quarters. The position peaked at $20.7M in Q4 2021. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

  • Lord, Abbett & Co reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 1,247,522 Zuora, Inc. shares in Q4 2023, an estimated $10.3M.
  • Lord, Abbett & Co first reported a position in Zuora, Inc. in Q2 2018 and held it in 11 quarters.
  • Lord, Abbett & Co's Zuora, Inc. position peaked at $20.7M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Lord, Abbett & Co's 13F filing for Q4 2023, filed 12 Feb 2024.