PTC
ZUO

Petrus Trust Company’s Zuora, Inc. ZUO Stock Holding History

Petrus Trust Company’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
2024
Q2 		– Sell
-62,555
Closed -$571K – 787
2024
Q1 		$571K Buy
62,555
+19,807
+46% +$173K 0.05% 157
2023
Q4 		$402K Hold
42,748
– – 0.04% 319
2023
Q3 		$352K Buy
42,748
+3,542
+9% +$34.9K 0.04% 334
2023
Q2 		$430K Buy
+39,206
New +$371K 0.05% 214
2023
Q1 		– Sell
-17,988
Closed -$114K – 719
2022
Q4 		$114K Hold
17,988
– – 0.01% 457
2022
Q3 		$133K Buy
+17,988
New +$155K 0.02% 204

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
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Petrus Trust Company's ZUO Position: Q2 2024 in Review

Petrus Trust Company sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 62,555 shares — an estimated $571K sold.

Petrus Trust Company first reported a position in ZUO in Q3 2022 and held it in 6 quarters. The position peaked at $571K in Q1 2024. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • Petrus Trust Company reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • Petrus Trust Company sold 62,555 Zuora, Inc. shares in Q2 2024, an estimated $571K.
  • Petrus Trust Company first reported a position in Zuora, Inc. in Q3 2022 and held it in 6 quarters.
  • Petrus Trust Company's Zuora, Inc. position peaked at $571K in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Petrus Trust Company's 13F filing for Q2 2024, filed 14 Aug 2024.