TMC
ZUO

Trellus Management Company’s Zuora, Inc. ZUO Stock Holding History

Trellus Management Company’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
Q4 		– Sell
-30,000
Closed -$221K – 67
2022
Q3 		$221K Buy
+30,000
New +$259K 0.27% 45

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Trellus Management Company's ZUO Position: Q4 2022 in Review

Trellus Management Company sold out of Zuora, Inc. (ZUO) in Q4 2022, closing a stake of 30,000 shares — an estimated $221K sold.

Trellus Management Company first reported a position in ZUO in Q3 2022 and held it in 1 quarter. The position peaked at $221K in Q3 2022. 194 funds tracked by Wall St. Rank hold ZUO as of Q4 2022.

  • Trellus Management Company reported no remaining Zuora, Inc. position as of Q4 2022 after selling out during the quarter.
  • Trellus Management Company sold 30,000 Zuora, Inc. shares in Q4 2022, an estimated $221K.
  • Trellus Management Company first reported a position in Zuora, Inc. in Q3 2022 and held it in 1 quarter.
  • Trellus Management Company's Zuora, Inc. position peaked at $221K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2022.

Based on Trellus Management Company's 13F filing for Q4 2022, filed 27 Jan 2023.