Manchester Financial’s Zuora, Inc. ZUO Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-800	Closed	-$12K	–	699
2021 Q1	$12K	Hold	800	–	–	0.01%	402
2020 Q4	$11K	Hold	800	–	–	0.01%	358
2020 Q3	$8K	Hold	800	–	–	0.01%	342
2020 Q2	$10K	Hold	800	–	–	0.01%	312
2020 Q1	$6K	Hold	800	–	–	﹤0.01%	333
2019 Q4	$11K	Buy	+800	New	+$11.7K	﹤0.01%	347
2019 Q3	–	Sell	-400	Closed	-$6K	–	465
2019 Q2	$6K	Buy	+400	New	+$7.58K	﹤0.01%	372

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Manchester Financial's ZUO Position: Q2 2021 in Review

Manchester Financial sold out of Zuora, Inc. (ZUO) in Q2 2021, closing a stake of 800 shares — an estimated $12K sold.

Manchester Financial first reported a position in ZUO in Q2 2019 and held it in 7 quarters. The position peaked at $12K in Q1 2021. 202 funds tracked by Wall St. Rank hold ZUO as of Q2 2021.

Manchester Financial reported no remaining Zuora, Inc. position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 800 Zuora, Inc. shares in Q2 2021, an estimated $12K.
Manchester Financial first reported a position in Zuora, Inc. in Q2 2019 and held it in 7 quarters.
Manchester Financial's Zuora, Inc. position peaked at $12K in Q1 2021.
202 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.