Thrivent Financial for Lutherans
ZUO

Thrivent Financial for Lutherans’s Zuora, Inc. ZUO Stock Holding History

Thrivent Financial for Lutherans’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
2019
Q4 		– Sell
-77,484
Closed -$1.17M – 2274
2019
Q3 		$1.17M Sell
77,484
-72,055
-48% -$1.09M ﹤0.01% 1305
2019
Q2 		$2.29M Sell
149,539
-175,115
-54% -$3.32M 0.01% 925
2019
Q1 		$6.5M Buy
324,654
+37,490
+13% +$809K 0.02% 602
2018
Q4 		$5.21M Buy
+287,164
New +$5.52M 0.02% 603
2018
Q3 		– Sell
-44,050
Closed -$1.2M – 2036
2018
Q2 		$1.2M Buy
+44,050
New +$1.04M ﹤0.01% 1147

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Thrivent Financial for Lutherans's ZUO Position: Q4 2019 in Review

Thrivent Financial for Lutherans sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 77,484 shares — an estimated $1.17M sold.

Thrivent Financial for Lutherans first reported a position in ZUO in Q2 2018 and held it in 5 quarters. The position peaked at $6.5M in Q1 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Thrivent Financial for Lutherans reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 77,484 Zuora, Inc. shares in Q4 2019, an estimated $1.17M.
  • Thrivent Financial for Lutherans first reported a position in Zuora, Inc. in Q2 2018 and held it in 5 quarters.
  • Thrivent Financial for Lutherans's Zuora, Inc. position peaked at $6.5M in Q1 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2019, filed 13 Feb 2020.