SGI
ZUO

Summit Global Investments’s Zuora, Inc. ZUO Stock Holding History

Summit Global Investments’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
2024
Q2 		– Sell
-131,068
Closed -$1.2M – 594
2024
Q1 		$1.2M Sell
131,068
-18,466
-12% -$161K 0.09% 181
2023
Q4 		$1.41M Sell
149,534
-60,199
-29% -$497K 0.09% 176
2023
Q3 		$1.73M Buy
209,733
+175,781
+518% +$1.73M 0.12% 138
2023
Q2 		$372K Buy
+33,952
New +$322K 0.02% 391

Other funds holding ZUO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SGM
Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 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 $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
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Summit Global Investments's ZUO Position: Q2 2024 in Review

Summit Global Investments sold out of Zuora, Inc. (ZUO) in Q2 2024, closing a stake of 131,068 shares — an estimated $1.2M sold.

Summit Global Investments first reported a position in ZUO in Q2 2023 and held it in 4 quarters. The position peaked at $1.73M in Q3 2023. 211 funds tracked by Wall St. Rank hold ZUO as of Q2 2024.

  • Summit Global Investments reported no remaining Zuora, Inc. position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 131,068 Zuora, Inc. shares in Q2 2024, an estimated $1.2M.
  • Summit Global Investments first reported a position in Zuora, Inc. in Q2 2023 and held it in 4 quarters.
  • Summit Global Investments's Zuora, Inc. position peaked at $1.73M in Q3 2023.
  • 211 funds tracked by Wall St. Rank held Zuora, Inc. as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.