WCM
ZUO

Whitener Capital Management’s Zuora, Inc. ZUO Stock Holding History

Whitener Capital Management’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
2019
Q4 		– Sell
-1,000
Closed -$15K – 455
2019
Q3 		$15K Hold
1,000
– – 0.01% 326
2019
Q2 		$15K Buy
+1,000
New +$18.9K 0.01% 308

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Whitener Capital Management's ZUO Position: Q4 2019 in Review

Whitener Capital Management sold out of Zuora, Inc. (ZUO) in Q4 2019, closing a stake of 1,000 shares — an estimated $15K sold.

Whitener Capital Management first reported a position in ZUO in Q2 2019 and held it in 2 quarters. The position peaked at $15K in Q3 2019. 186 funds tracked by Wall St. Rank hold ZUO as of Q4 2019.

  • Whitener Capital Management reported no remaining Zuora, Inc. position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,000 Zuora, Inc. shares in Q4 2019, an estimated $15K.
  • Whitener Capital Management first reported a position in Zuora, Inc. in Q2 2019 and held it in 2 quarters.
  • Whitener Capital Management's Zuora, Inc. position peaked at $15K in Q3 2019.
  • 186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.