Savant Capital’s Zuora, Inc. ZUO Stock Holding History

Savant Capital’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 Q2	–	Sell	-36,114	Closed	-$291K	–	423
2020 Q1	$291K	Buy	+36,114	New	+$475K	0.03%	295

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Savant Capital's ZUO Position: Q2 2020 in Review

Savant Capital sold out of Zuora, Inc. (ZUO) in Q2 2020, closing a stake of 36,114 shares — an estimated $291K sold.

Savant Capital first reported a position in ZUO in Q1 2020 and held it in 1 quarter. The position peaked at $291K in Q1 2020. 168 funds tracked by Wall St. Rank hold ZUO as of Q2 2020.

Savant Capital reported no remaining Zuora, Inc. position as of Q2 2020 after selling out during the quarter.
Savant Capital sold 36,114 Zuora, Inc. shares in Q2 2020, an estimated $291K.
Savant Capital first reported a position in Zuora, Inc. in Q1 2020 and held it in 1 quarter.
Savant Capital's Zuora, Inc. position peaked at $291K in Q1 2020.
168 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2020.

Based on Savant Capital's 13F filing for Q2 2020, filed 11 Aug 2020.