Parametric Portfolio Associates’s Zuora, Inc. ZUO Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$4.46M	Sell	297,481 -3,349	-1%	-$51.6K	﹤0.01%	1932
2021 Q4	$5.62M	Buy	300,830 +38,012	+14%	+$763K	﹤0.01%	1783
2021 Q3	$4.36M	Buy	262,818 +2,069	+0.8%	+$34.8K	﹤0.01%	1935
2021 Q2	$4.5M	Buy	260,749 +18,434	+8%	+$295K	﹤0.01%	1911
2021 Q1	$3.59M	Buy	242,315 +32,933	+16%	+$491K	﹤0.01%	2395
2020 Q4	$2.92M	Buy	209,382 +30,991	+17%	+$352K	﹤0.01%	2417
2020 Q3	$1.84M	Sell	178,391 -5,547	-3%	-$64.2K	﹤0.01%	2553
2020 Q2	$2.35M	Buy	183,938 +106,823	+139%	+$1.19M	﹤0.01%	2398
2020 Q1	$621K	Buy	77,115 +22,635	+42%	+$298K	﹤0.01%	3046
2019 Q4	$781K	Buy	54,480 +9,019	+20%	+$132K	﹤0.01%	3181
2019 Q3	$684K	Buy	45,461 +29,542	+186%	+$445K	﹤0.01%	3222
2019 Q2	$244K	Buy	+15,919	New	+$302K	﹤0.01%	3665

Other funds holding ZUO

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Parametric Portfolio Associates's ZUO Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Zuora, Inc. (ZUO) stake by 1.1% in Q1 2022, selling an estimated $51.6K and leaving 297,481 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Parametric Portfolio Associates first reported a position in ZUO in Q2 2019 and has held it in 12 quarters since. The position peaked at $5.62M in Q4 2021. 213 funds tracked by Wall St. Rank hold ZUO as of Q1 2022.

Parametric Portfolio Associates held 297,481 shares of Zuora, Inc. worth $4.46M as of Q1 2022.
Parametric Portfolio Associates sold 3,349 Zuora, Inc. shares in Q1 2022, an estimated $51.6K.
Zuora, Inc. made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1932 holding.
Parametric Portfolio Associates first reported a position in Zuora, Inc. in Q2 2019 and has held it in 12 quarters since.
Parametric Portfolio Associates's Zuora, Inc. position peaked at $5.62M in Q4 2021.
213 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.