OBGC
ZUO

O'Brien Greene & Co’s Zuora, Inc. ZUO Stock Holding History

O'Brien Greene & Co’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
-46,600
Closed -$701K – 110
2019
Q3 		$701K Buy
46,600
+15,000
+47% +$226K 0.38% 62
2019
Q2 		$484K Hold
31,600
– – 0.25% 81
2019
Q1 		$633K Buy
+31,600
New +$682K 0.32% 70

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

O'Brien Greene & Co's ZUO Position: Q4 2019 in Review

O'Brien Greene & Co sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 46,600 shares — an estimated $701K sold.

O'Brien Greene & Co first reported a position in ZUO in Q1 2019 and held it in 3 quarters. The position peaked at $701K in Q3 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • O'Brien Greene & Co reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
  • O'Brien Greene & Co sold 46,600 Zuora, Inc. shares in Q4 2019, an estimated $701K.
  • O'Brien Greene & Co first reported a position in Zuora, Inc. in Q1 2019 and held it in 3 quarters.
  • O'Brien Greene & Co's Zuora, Inc. position peaked at $701K in Q3 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on O'Brien Greene & Co's 13F filing for Q4 2019, filed 5 Feb 2020.