Luther King Capital Management (LKCM)
ZUO

Luther King Capital Management (LKCM)’s Zuora, Inc. ZUO Stock Holding History

Luther King Capital Management (LKCM)’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
-128,655
Closed -$1.64M – 532
2020
Q2 		$1.64M Buy
128,655
+14,230
+12% +$158K 0.01% 261
2020
Q1 		$921K Sell
114,425
-8,170
-7% -$107K 0.01% 312
2019
Q4 		$1.76M Sell
122,595
-1,330
-1% -$19.5K 0.01% 297
2019
Q3 		$1.86M Sell
123,925
-113,915
-48% -$1.72M 0.01% 277
2019
Q2 		$3.64M Buy
237,840
+126,540
+114% +$2.4M 0.03% 201
2019
Q1 		$2.23M Buy
+111,300
New +$2.4M 0.02% 253

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
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

Luther King Capital Management (LKCM)'s ZUO Position: Q3 2020 in Review

Luther King Capital Management (LKCM) sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 128,655 shares — an estimated $1.64M sold.

Luther King Capital Management (LKCM) first reported a position in ZUO in Q1 2019 and held it in 6 quarters. The position peaked at $3.64M in Q2 2019. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Luther King Capital Management (LKCM) reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 128,655 Zuora, Inc. shares in Q3 2020, an estimated $1.64M.
  • Luther King Capital Management (LKCM) first reported a position in Zuora, Inc. in Q1 2019 and held it in 6 quarters.
  • Luther King Capital Management (LKCM)'s Zuora, Inc. position peaked at $3.64M in Q2 2019.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2020, filed 12 Nov 2020.