Valley National Advisers’s Zuora, Inc. ZUO Stock Holding History

Valley National Advisers’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
2023 Q4	–	Sell	-65	Closed	-$1K	–	1288
2023 Q3	$1K	Buy	+65	New	+$641	﹤0.01%	1049

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valley National Advisers's ZUO Position: Q4 2023 in Review

Valley National Advisers sold out of Zuora, Inc. (ZUO) in Q4 2023, closing a stake of 65 shares — an estimated $1K sold.

Valley National Advisers first reported a position in ZUO in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 201 funds tracked by Wall St. Rank hold ZUO as of Q4 2023.

Valley National Advisers reported no remaining Zuora, Inc. position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 65 Zuora, Inc. shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in Zuora, Inc. in Q3 2023 and held it in 1 quarter.
Valley National Advisers's Zuora, Inc. position peaked at $1K in Q3 2023.
201 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.