NCM
ZUO

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

Nelson 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
2019
Q4 		– Sell
-15,937
Closed -$240K – 297
2019
Q3 		$240K Hold
15,937
– – 0.06% 87
2019
Q2 		$244K Hold
15,937
– – 0.06% 88
2019
Q1 		$319K Sell
15,937
-20,000
-56% -$432K 0.08% 77
2018
Q4 		$652K Buy
+35,937
New +$691K 0.18% 65

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
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nelson Capital Management's ZUO Position: Q4 2019 in Review

Nelson Capital Management sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 15,937 shares — an estimated $240K sold.

Nelson Capital Management first reported a position in ZUO in Q4 2018 and held it in 4 quarters. The position peaked at $652K in Q4 2018. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Nelson Capital Management reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 15,937 Zuora, Inc. shares in Q4 2019, an estimated $240K.
  • Nelson Capital Management first reported a position in Zuora, Inc. in Q4 2018 and held it in 4 quarters.
  • Nelson Capital Management's Zuora, Inc. position peaked at $652K in Q4 2018.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.