OSAM
ZUO

O'Shaughnessy Asset Management’s Zuora, Inc. ZUO Stock Holding History

O'Shaughnessy Asset 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
2021
Q4 		– Sell
-5,361
Closed -$89K – 2586
2021
Q3 		$89K Buy
5,361
+4,169
+350% +$70.2K ﹤0.01% 1419
2021
Q2 		$21K Hold
1,192
– – ﹤0.01% 1833
2021
Q1 		$18K Buy
+1,192
New +$17.8K ﹤0.01% 1661
2020
Q4 		– Sell
-16,693
Closed -$173K – 2254
2020
Q3 		$173K Buy
+16,693
New +$193K 0.01% 746

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's ZUO Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Zuora, Inc. (ZUO) in Q4 2021, closing a stake of 5,361 shares — an estimated $89K sold.

O'Shaughnessy Asset Management first reported a position in ZUO in Q3 2020 and held it in 4 quarters. The position peaked at $173K in Q3 2020. 217 funds tracked by Wall St. Rank hold ZUO as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining Zuora, Inc. position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 5,361 Zuora, Inc. shares in Q4 2021, an estimated $89K.
  • O'Shaughnessy Asset Management first reported a position in Zuora, Inc. in Q3 2020 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Zuora, Inc. position peaked at $173K in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.