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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-131,068
Closed -$1.2M – 594
2024
Q1 		$1.2M Sell
131,068
-18,466
-12% -$168K 0.09% 181
2023
Q4 		$1.41M Sell
149,534
-60,199
-29% -$566K 0.09% 176
2023
Q3 		$1.73M Buy
209,733
+175,781
+518% +$1.45M 0.12% 138
2023
Q2 		$372K Buy
+33,952
New +$372K 0.02% 391