Manchester Capital Management’s Zuora, Inc. ZUO Stock Holding History

Manchester Capital Management’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	-134	Closed	-$1.1K	–	1099
2023 Q3	$1.1K	Hold	134	–	–	﹤0.01%	829
2023 Q2	$1.47K	Hold	134	–	–	﹤0.01%	767
2023 Q1	$1.32K	Buy	134 +35	+35%	+$293	﹤0.01%	869
2022 Q4	$630	Sell	99 -70	-41%	-$495	﹤0.01%	881
2022 Q3	$1K	Buy	169 +113	+202%	+$974	﹤0.01%	867
2022 Q2	$1K	Sell	56 -204	-78%	-$2.27K	﹤0.01%	907
2022 Q1	$4K	Sell	260 -1	-0.4%	-$15	﹤0.01%	712
2021 Q4	$5K	Sell	261 -72	-22%	-$1.45K	﹤0.01%	693
2021 Q3	$6K	Buy	+333	New	+$5.61K	﹤0.01%	667

Other funds holding ZUO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manchester Capital Management's ZUO Position: Q4 2023 in Review

Manchester Capital Management sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 134 shares — an estimated $1.1K sold.

Manchester Capital Management first reported a position in ZUO in Q3 2021 and held it in 9 quarters. The position peaked at $6K in Q3 2021. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

Manchester Capital Management reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
Manchester Capital Management sold 134 Zuora, Inc. shares in Q4 2023, an estimated $1.1K.
Manchester Capital Management first reported a position in Zuora, Inc. in Q3 2021 and held it in 9 quarters.
Manchester Capital Management's Zuora, Inc. position peaked at $6K in Q3 2021.
201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.