NERM
ZUO

New England Research & Management’s Zuora, Inc. ZUO Stock Holding History

New England Research & 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
-12,894
Closed -$198K – 187
2019
Q2 		$198K Buy
+12,894
New +$244K 0.13% 158

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

New England Research & Management's ZUO Position: Q3 2019 in Review

New England Research & Management sold out of Zuora, Inc. (ZUO) in Q3 2019, closing a stake of 12,894 shares — an estimated $198K sold.

New England Research & Management first reported a position in ZUO in Q2 2019 and held it in 1 quarter. The position peaked at $198K in Q2 2019. 181 funds tracked by Wall St. Rank hold ZUO as of Q3 2019.

  • New England Research & Management reported no remaining Zuora, Inc. position as of Q3 2019 after selling out during the quarter.
  • New England Research & Management sold 12,894 Zuora, Inc. shares in Q3 2019, an estimated $198K.
  • New England Research & Management first reported a position in Zuora, Inc. in Q2 2019 and held it in 1 quarter.
  • New England Research & Management's Zuora, Inc. position peaked at $198K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2019.

Based on New England Research & Management's 13F filing for Q3 2019, filed 4 Nov 2019.