Sanders Morris Harris’s Zuora, Inc. ZUO Stock Holding History

Sanders Morris Harris’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 Q4	–	Sell	-21,000	Closed	-$217K	–	305
2020 Q3	$217K	Sell	21,000 -12,800	-38%	-$148K	0.06%	228
2020 Q2	$431K	Hold	33,800	–	–	0.21%	60
2020 Q1	$0	Buy	+33,800	New	+$445K	﹤0.01%	281
2019 Q4	–	Sell	-35,800	Closed	-$539K	–	304
2019 Q3	$539K	Hold	35,800	–	–	0.13%	136
2019 Q2	$548K	Buy	+35,800	New	+$678K	0.14%	137

Other funds holding ZUO

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

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WHP

Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return

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

Sanders Morris Harris's ZUO Position: Q4 2020 in Review

Sanders Morris Harris sold out of Zuora, Inc. (ZUO) in Q4 2020, closing a stake of 21,000 shares — an estimated $217K sold.

Sanders Morris Harris first reported a position in ZUO in Q2 2019 and held it in 5 quarters. The position peaked at $548K in Q2 2019. 178 funds tracked by Wall St. Rank hold ZUO as of Q4 2020.

Sanders Morris Harris reported no remaining Zuora, Inc. position as of Q4 2020 after selling out during the quarter.
Sanders Morris Harris sold 21,000 Zuora, Inc. shares in Q4 2020, an estimated $217K.
Sanders Morris Harris first reported a position in Zuora, Inc. in Q2 2019 and held it in 5 quarters.
Sanders Morris Harris's Zuora, Inc. position peaked at $548K in Q2 2019.
178 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2020.

Based on Sanders Morris Harris's 13F filing for Q4 2020, filed 26 Jan 2021.