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Advisory Research’s Zscaler ZS Stock Holding History

Advisory Research’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,629
Closed -$221K – 356
2020
Q1 		$221K Sell
3,629
-1,602
-31% -$88.2K 0.02% 265
2019
Q4 		$243K Sell
5,231
-15,089
-74% -$700K 0.01% 295
2019
Q3 		$960K Sell
20,320
-48,450
-70% -$3.49M 0.05% 194
2019
Q2 		$5.27M Sell
68,770
-17,121
-20% -$1.22M 0.1% 125
2019
Q1 		$6.09M Buy
85,891
+12,783
+17% +$679K 0.12% 114
2018
Q4 		$2.87M Sell
73,108
-67,382
-48% -$2.54M 0.06% 160
2018
Q3 		$5.73M Sell
140,490
-30,238
-18% -$1.22M 0.09% 132
2018
Q2 		$6.1M Buy
170,728
+12,193
+8% +$372K 0.1% 138
2018
Q1 		$4.45M Buy
+158,535
New +$4.64M 0.08% 148

Other funds holding ZS

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research's ZS Position: Q2 2020 in Review

Advisory Research sold out of Zscaler (ZS) in Q2 2020, closing a stake of 3,629 shares — an estimated $221K sold.

Advisory Research first reported a position in ZS in Q1 2018 and held it in 9 quarters. The position peaked at $6.1M in Q2 2018. 365 funds tracked by Wall St. Rank hold ZS as of Q2 2020.

  • Advisory Research reported no remaining Zscaler position as of Q2 2020 after selling out during the quarter.
  • Advisory Research sold 3,629 Zscaler shares in Q2 2020, an estimated $221K.
  • Advisory Research first reported a position in Zscaler in Q1 2018 and held it in 9 quarters.
  • Advisory Research's Zscaler position peaked at $6.1M in Q2 2018.
  • 365 funds tracked by Wall St. Rank held Zscaler as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.