MIM
ZUO

Monashee Investment Management’s Zuora, Inc. ZUO Stock Holding History

Monashee Investment 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
2019
Q3 		– Sell
-87,845
Closed -$1.35M – 182
2019
Q2 		$1.35M Buy
87,845
+52,845
+151% +$1M 0.35% 77
2019
Q1 		$701K Buy
+35,000
New +$755K 0.16% 103

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Monashee Investment Management's ZUO Position: Q3 2019 in Review

Monashee Investment Management sold out of Zuora, Inc. (ZUO) in Q3 2019, closing a stake of 87,845 shares — an estimated $1.35M sold.

Monashee Investment Management first reported a position in ZUO in Q1 2019 and held it in 2 quarters. The position peaked at $1.35M in Q2 2019. 181 funds tracked by Wall St. Rank hold ZUO as of Q3 2019.

  • Monashee Investment Management reported no remaining Zuora, Inc. position as of Q3 2019 after selling out during the quarter.
  • Monashee Investment Management sold 87,845 Zuora, Inc. shares in Q3 2019, an estimated $1.35M.
  • Monashee Investment Management first reported a position in Zuora, Inc. in Q1 2019 and held it in 2 quarters.
  • Monashee Investment Management's Zuora, Inc. position peaked at $1.35M in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2019.

Based on Monashee Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.