MSL
ZUO

Mackay Shields LLC’s Zuora, Inc. ZUO Stock Holding History

Mackay Shields LLC’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
Q4 		– Sell
-21,000
Closed -$217K – 1614
2020
Q3 		$217K Sell
21,000
-1,500
-7% -$17.4K ﹤0.01% 1320
2020
Q2 		$287K Buy
22,500
+3,500
+18% +$39K ﹤0.01% 1304
2020
Q1 		$153K Buy
+19,000
New +$250K ﹤0.01% 1309

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackay Shields LLC's ZUO Position: Q4 2020 in Review

Mackay Shields LLC sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 21,000 shares — an estimated $217K sold.

Mackay Shields LLC first reported a position in ZUO in Q1 2020 and held it in 3 quarters. The position peaked at $287K in Q2 2020. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

  • Mackay Shields LLC reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
  • Mackay Shields LLC sold 21,000 Zuora, Inc. shares in Q4 2020, an estimated $217K.
  • Mackay Shields LLC first reported a position in Zuora, Inc. in Q1 2020 and held it in 3 quarters.
  • Mackay Shields LLC's Zuora, Inc. position peaked at $287K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Mackay Shields LLC's 13F filing for Q4 2020, filed 16 Feb 2021.