LWCFA
ZUO

Loring Wolcott & Coolidge Fiduciary Advisors’s Zuora, Inc. ZUO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-160
Closed -$2K – 617
2020
Q2 		$2K Hold
160
– – ﹤0.01% 570
2020
Q1 		$1K Hold
160
– – ﹤0.01% 639
2019
Q4 		$2K Hold
160
– – ﹤0.01% 659
2019
Q3 		$2K Buy
160
+80
+100% +$1.21K ﹤0.01% 653
2019
Q2 		$1K Buy
80
+30
+60% +$568 ﹤0.01% 702
2019
Q1 		$1K Buy
+50
New +$1.08K ﹤0.01% 694

Other funds holding ZUO

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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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ZUO Position: Q3 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 160 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ZUO in Q1 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2020. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 160 Zuora, Inc. shares in Q3 2020, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Zuora, Inc. in Q1 2019 and held it in 6 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Zuora, Inc. position peaked at $2K in Q2 2020.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.