AG
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Aperio Group’s Zscaler ZS Stock Holding History

Aperio Group’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
Q4 		$6.2M Buy
31,063
+6,724
+28% +$1.07M 0.02% 733
2020
Q3 		$3.42M Buy
24,339
+9,956
+69% +$1.29M 0.01% 884
2020
Q2 		$1.57M Buy
14,383
+6,661
+86% +$554K 0.01% 1214
2020
Q1 		$470K Buy
+7,722
New +$425K ﹤0.01% 1683
2019
Q4 		– Sell
-7,290
Closed -$344K – 2343
2019
Q3 		$344K Buy
7,290
+1,450
+25% +$104K ﹤0.01% 1955
2019
Q2 		$448K Buy
5,840
+2,932
+101% +$209K ﹤0.01% 1847
2019
Q1 		$206K Buy
+2,908
New +$154K ﹤0.01% 2147

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Aperio Group's ZS Position: Q4 2020 in Review

Aperio Group increased its Zscaler (ZS) stake by 28% in Q4 2020, buying an estimated $1.07M and bringing the position to 31,063 shares worth $6.2M. The position accounts for 0.02% of the portfolio, ranked #733.

Aperio Group first reported a position in ZS in Q1 2019 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold ZS as of Q4 2020.

  • Aperio Group held 31,063 shares of Zscaler worth $6.2M as of Q4 2020.
  • Aperio Group bought 6,724 Zscaler shares in Q4 2020, an estimated $1.07M.
  • Zscaler made up 0.02% of Aperio Group's portfolio in Q4 2020, its #733 holding.
  • Aperio Group first reported a position in Zscaler in Q1 2019 and has held it in 7 quarters since.
  • 517 funds tracked by Wall St. Rank held Zscaler as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.