Tortoise Index Solutions’s Zuora, Inc. ZUO Stock Holding History

Tortoise Index Solutions’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
2022 Q3	–	Sell	-4,821	Closed	-$43K	–	107
2022 Q2	$43K	Buy	4,821 +299	+7%	+$3.32K	0.01%	103
2022 Q1	$68K	Buy	4,522 +655	+17%	+$10.1K	0.01%	98
2021 Q4	$72K	Sell	3,867 -73	-2%	-$1.47K	0.02%	99
2021 Q3	$65K	Sell	3,940 -55	-1%	-$926	0.02%	99
2021 Q2	$69K	Buy	+3,995	New	+$63.8K	0.01%	91
2021 Q1	–	Sell	-2,608	Closed	-$36K	–	103
2020 Q4	$36K	Buy	2,608 +16	+0.6%	+$182	0.01%	99
2020 Q3	$27K	Buy	+2,592	New	+$30K	0.01%	97
2020 Q2	–	Sell	-3,127	Closed	-$25K	–	97
2020 Q1	$25K	Buy	3,127 +338	+12%	+$4.45K	0.01%	100
2019 Q4	$40K	Buy	2,789 +818	+42%	+$12K	0.01%	101
2019 Q3	$30K	Buy	1,971 +755	+62%	+$11.4K	0.01%	134
2019 Q2	$19K	Buy	1,216 +288	+31%	+$5.46K	0.01%	139
2019 Q1	$19K	Buy	+928	New	+$20K	0.01%	143

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Tortoise Index Solutions's ZUO Position: Q3 2022 in Review

Tortoise Index Solutions sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 4,821 shares — an estimated $43K sold.

Tortoise Index Solutions first reported a position in ZUO in Q1 2019 and held it in 12 quarters. The position peaked at $72K in Q4 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

Tortoise Index Solutions reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
Tortoise Index Solutions sold 4,821 Zuora, Inc. shares in Q3 2022, an estimated $43K.
Tortoise Index Solutions first reported a position in Zuora, Inc. in Q1 2019 and held it in 12 quarters.
Tortoise Index Solutions's Zuora, Inc. position peaked at $72K in Q4 2021.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Tortoise Index Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.