SIC
ZUO

Salem Investment Counselors’s Zuora, Inc. ZUO Stock Holding History

Salem Investment Counselors’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
2023
Q3 		– Sell
-225
Closed -$2.47K – 1187
2023
Q2 		$2.47K Sell
225
-45
-17% -$426 ﹤0.01% 991
2023
Q1 		$2.67K Hold
270
– – ﹤0.01% 964
2022
Q4 		$1.72K Hold
270
– – ﹤0.01% 964
2022
Q3 		$2K Hold
270
– – ﹤0.01% 971
2022
Q2 		$2K Hold
270
– – ﹤0.01% 1001
2022
Q1 		$4K Hold
270
– – ﹤0.01% 879
2021
Q4 		$5K Hold
270
– – ﹤0.01% 936
2021
Q3 		$4K Hold
270
– – ﹤0.01% 872
2021
Q2 		$5K Hold
270
– – ﹤0.01% 794
2021
Q1 		$4K Buy
+270
New +$4.02K ﹤0.01% 775

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's ZUO Position: Q3 2023 in Review

Salem Investment Counselors sold out of Zuora, Inc. (ZUO) in Q3 2023, closing a stake of 225 shares — an estimated $2.47K sold.

Salem Investment Counselors first reported a position in ZUO in Q1 2021 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 198 funds tracked by Wall St. Rank hold ZUO as of Q3 2023.

  • Salem Investment Counselors reported no remaining Zuora, Inc. position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 225 Zuora, Inc. shares in Q3 2023, an estimated $2.47K.
  • Salem Investment Counselors first reported a position in Zuora, Inc. in Q1 2021 and held it in 10 quarters.
  • Salem Investment Counselors's Zuora, Inc. position peaked at $5K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.