TAM
ZUO

Tocqueville Asset Management’s Zuora, Inc. ZUO Stock Holding History

Tocqueville Asset Management’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
Q1 		– Sell
-13,000
Closed -$181K – 746
2020
Q4 		$181K Buy
13,000
+300
+2% +$3.41K ﹤0.01% 686
2020
Q3 		$131K Buy
+12,700
New +$147K ﹤0.01% 637

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
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
HP
Hound Partners New York $799M AUM 9.54% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Tocqueville Asset Management's ZUO Position: Q1 2021 in Review

Tocqueville Asset Management sold out of Zuora, Inc. (ZUO) in Q1 2021, closing a stake of 13,000 shares — an estimated $181K sold.

Tocqueville Asset Management first reported a position in ZUO in Q3 2020 and held it in 2 quarters. The position peaked at $181K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUO as of Q1 2021.

  • Tocqueville Asset Management reported no remaining Zuora, Inc. position as of Q1 2021 after selling out during the quarter.
  • Tocqueville Asset Management sold 13,000 Zuora, Inc. shares in Q1 2021, an estimated $181K.
  • Tocqueville Asset Management first reported a position in Zuora, Inc. in Q3 2020 and held it in 2 quarters.
  • Tocqueville Asset Management's Zuora, Inc. position peaked at $181K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2021.

Based on Tocqueville Asset Management's 13F filing for Q1 2021, filed 17 May 2021.