UBS AM’s Zuora, Inc. ZUO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-330,869
| Closed | -$3.28M | – | 2719 |
|
|
2024
Q4 | $3.28M | Buy |
330,869
+30,820
| +10% | +$306K | ﹤0.01% | 1812 |
|
|
2024
Q3 | $2.59M | Buy |
300,049
+6,940
| +2% | +$59.8K | ﹤0.01% | 1914 |
|
|
2024
Q2 | $2.91M | Buy |
293,109
+67,863
| +30% | +$674K | ﹤0.01% | 1794 |
|
|
2024
Q1 | $2.05M | Buy |
225,246
+26,182
| +13% | +$239K | ﹤0.01% | 1681 |
|
|
2023
Q4 | $1.87M | Buy |
199,064
+2,194
| +1% | +$20.6K | ﹤0.01% | 1725 |
|
|
2023
Q3 | $1.62M | Buy |
196,870
+2,063
| +1% | +$17K | ﹤0.01% | 1725 |
|
|
2023
Q2 | $1.92M | Hold |
194,807
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q1 | $1.92M | Buy |
194,807
+36,213
| +23% | +$358K | ﹤0.01% | 1672 |
|
|
2022
Q4 | $1.01M | Buy |
158,594
+18,874
| +14% | +$120K | ﹤0.01% | 1852 |
|
|
2022
Q3 | $1.03M | Buy |
139,720
+14,106
| +11% | +$104K | ﹤0.01% | 1949 |
|
|
2022
Q2 | $1.12M | Sell |
125,614
-30,306
| -19% | -$271K | ﹤0.01% | 1891 |
|
|
2022
Q1 | $2.34M | Sell |
155,920
-10,009
| -6% | -$150K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $3.1M | Buy |
165,929
+37,105
| +29% | +$693K | ﹤0.01% | 1652 |
|
|
2021
Q3 | $2.14M | Sell |
128,824
-7,365
| -5% | -$122K | ﹤0.01% | 1810 |
|
|
2021
Q2 | $2.35M | Sell |
136,189
-50
| -0% | -$862 | ﹤0.01% | 1774 |
|
|
2021
Q1 | $2.02M | Buy |
136,239
+9,309
| +7% | +$138K | ﹤0.01% | 1736 |
|
|
2020
Q4 | $1.77M | Buy |
126,930
+23,300
| +22% | +$325K | ﹤0.01% | 1734 |
|
|
2020
Q3 | $1.07M | Sell |
103,630
-3,500
| -3% | -$36.2K | ﹤0.01% | 1821 |
|
|
2020
Q2 | $1.37M | Buy |
107,130
+20,899
| +24% | +$266K | ﹤0.01% | 1674 |
|
|
2020
Q1 | $694K | Buy |
86,231
+5,512
| +7% | +$44.4K | ﹤0.01% | 1835 |
|
|
2019
Q4 | $1.16M | Buy |
80,719
+26,851
| +50% | +$385K | ﹤0.01% | 1842 |
|
|
2019
Q3 | $811K | Buy |
53,868
+4,900
| +10% | +$73.7K | ﹤0.01% | 2048 |
|
|
2019
Q2 | $750K | Buy |
+48,968
| New | +$750K | ﹤0.01% | 2026 |
|