SFO
ZUO

Standard Family Office’s Zuora, Inc. ZUO Stock Holding History

Standard Family Office’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
2021
Q3 		– Sell
-1,072
Closed -$18K – 543
2021
Q2 		$18K Hold
1,072
– – ﹤0.01% 242
2021
Q1 		$16K Buy
1,072
+332
+45% +$4.95K ﹤0.01% 305
2020
Q4 		$10K Buy
+740
New +$8.41K ﹤0.01% 312

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 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

Standard Family Office's ZUO Position: Q3 2021 in Review

Standard Family Office sold out of Zuora, Inc. (ZUO) in Q3 2021, closing a stake of 1,072 shares — an estimated $18K sold.

Standard Family Office first reported a position in ZUO in Q4 2020 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 199 funds tracked by Wall St. Rank hold ZUO as of Q3 2021.

  • Standard Family Office reported no remaining Zuora, Inc. position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 1,072 Zuora, Inc. shares in Q3 2021, an estimated $18K.
  • Standard Family Office first reported a position in Zuora, Inc. in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's Zuora, Inc. position peaked at $18K in Q2 2021.
  • 199 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.