OPS
ZUO

Orion Portfolio Solutions’s Zuora, Inc. ZUO Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-155
Closed -$2K – 2136
2020
Q2 		$2K Sell
155
-267
-63% -$2.97K ﹤0.01% 1854
2020
Q1 		$3K Buy
+422
New +$5.55K ﹤0.01% 1513

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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
State Street
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Orion Portfolio Solutions's ZUO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Zuora, Inc. (ZUO) in Q3 2020, closing a stake of 155 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in ZUO in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 180 funds tracked by Wall St. Rank hold ZUO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Zuora, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 155 Zuora, Inc. shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Zuora, Inc. in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Zuora, Inc. position peaked at $3K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.