Vestor Capital’s Zuora, Inc. ZUO Stock Holding History

Vestor Capital’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	-281,079	Closed	-$2.52M	–	229
2022 Q2	$2.52M	Sell	281,079 -116,153	-29%	-$1.29M	0.31%	62
2022 Q1	$5.95M	Buy	397,232 +4,980	+1%	+$76.7K	0.59%	50
2021 Q4	$7.33M	Buy	392,252 +60,318	+18%	+$1.21M	0.7%	43
2021 Q3	$5.5M	Buy	331,934 +2,409	+0.7%	+$40.6K	0.57%	53
2021 Q2	$5.68M	Buy	329,525 +160,793	+95%	+$2.57M	0.6%	51
2021 Q1	$2.5M	Buy	168,732 +4,855	+3%	+$72.3K	0.29%	66
2020 Q4	$2.28M	Buy	+163,877	New	+$1.86M	0.28%	61
2020 Q1	–	Sell	-81,421	Closed	-$1.17M	–	165
2019 Q4	$1.17M	Sell	81,421 -107,776	-57%	-$1.58M	0.18%	76
2019 Q3	$2.85M	Buy	189,197 +89,703	+90%	+$1.35M	0.48%	55
2019 Q2	$1.52M	Buy	+99,494	New	+$1.88M	0.27%	64

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

Vestor Capital's ZUO Position: Q3 2022 in Review

Vestor Capital sold out of Zuora, Inc. (ZUO) in Q3 2022, closing a stake of 281,079 shares — an estimated $2.52M sold.

Vestor Capital first reported a position in ZUO in Q2 2019 and held it in 10 quarters. The position peaked at $7.33M in Q4 2021. 200 funds tracked by Wall St. Rank hold ZUO as of Q3 2022.

Vestor Capital reported no remaining Zuora, Inc. position as of Q3 2022 after selling out during the quarter.
Vestor Capital sold 281,079 Zuora, Inc. shares in Q3 2022, an estimated $2.52M.
Vestor Capital first reported a position in Zuora, Inc. in Q2 2019 and held it in 10 quarters.
Vestor Capital's Zuora, Inc. position peaked at $7.33M in Q4 2021.
200 funds tracked by Wall St. Rank held Zuora, Inc. as of Q3 2022.

Based on Vestor Capital's 13F filing for Q3 2022, filed 14 Nov 2022.