Winton Group’s Zuora, Inc. ZUO Stock Holding History

Winton Group’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 Q1	–	Sell	-13,177	Closed	-$83.8K	–	1085
2022 Q4	$83.8K	Buy	+13,177	New	+$93.2K	0.01%	886
2021 Q3	–	Sell	-12,495	Closed	-$216K	–	1502
2021 Q2	$216K	Sell	12,495 -1,872	-13%	-$29.9K	0.01%	1314
2021 Q1	$213K	Buy	+14,367	New	+$214K	0.01%	1258

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

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 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

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

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

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

Winton Group's ZUO Position: Q1 2023 in Review

Winton Group sold out of Zuora, Inc. (ZUO) in Q1 2023, closing a stake of 13,177 shares — an estimated $83.8K sold.

Winton Group first reported a position in ZUO in Q1 2021 and held it in 3 quarters. The position peaked at $216K in Q2 2021. 186 funds tracked by Wall St. Rank hold ZUO as of Q1 2023.

Winton Group reported no remaining Zuora, Inc. position as of Q1 2023 after selling out during the quarter.
Winton Group sold 13,177 Zuora, Inc. shares in Q1 2023, an estimated $83.8K.
Winton Group first reported a position in Zuora, Inc. in Q1 2021 and held it in 3 quarters.
Winton Group's Zuora, Inc. position peaked at $216K in Q2 2021.
186 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2023.

Based on Winton Group's 13F filing for Q1 2023, filed 12 May 2023.