STRS Ohio’s Zuora, Inc. ZUO Stock Holding History

STRS Ohio’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 Q4	–	Sell	-37,100	Closed	-$305K	–	2032
2023 Q3	$305K	Buy	37,100 +22,200	+149%	+$219K	﹤0.01%	1450
2023 Q2	$163K	Buy	+14,900	New	+$141K	﹤0.01%	1637
2023 Q1	–	Sell	-23,900	Closed	-$152K	–	2078
2022 Q4	$152K	Hold	23,900	–	–	﹤0.01%	1647
2022 Q3	$176K	Sell	23,900 -47,600	-67%	-$410K	﹤0.01%	1637
2022 Q2	$639K	Buy	71,500 +4,000	+6%	+$44.4K	﹤0.01%	1211
2022 Q1	$1.01M	Buy	67,500 +6,800	+11%	+$105K	﹤0.01%	1026
2021 Q4	$1.13M	Sell	60,700 -5,800	-9%	-$116K	﹤0.01%	1046
2021 Q3	$1.1M	Buy	66,500 +61,300	+1,179%	+$1.03M	﹤0.01%	1045
2021 Q2	$89K	Buy	+5,200	New	+$83.1K	﹤0.01%	1998

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

STRS Ohio's ZUO Position: Q4 2023 in Review

STRS Ohio sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 37,100 shares — an estimated $305K sold.

STRS Ohio first reported a position in ZUO in Q2 2021 and held it in 9 quarters. The position peaked at $1.13M in Q4 2021. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

STRS Ohio reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
STRS Ohio sold 37,100 Zuora, Inc. shares in Q4 2023, an estimated $305K.
STRS Ohio first reported a position in Zuora, Inc. in Q2 2021 and held it in 9 quarters.
STRS Ohio's Zuora, Inc. position peaked at $1.13M in Q4 2021.
201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on STRS Ohio's 13F filing for Q4 2023, filed 30 Jan 2024.