Aquila Investment Management’s Zscaler ZS Stock Holding History

Aquila Investment Management’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
2024 Q3	–	Sell	-7,000	Closed	-$1.35M	–	76
2024 Q2	$1.35M	Hold	7,000	–	–	1.26%	38
2024 Q1	$1.35M	Hold	7,000	–	–	1.15%	38
2023 Q4	$1.55M	Hold	7,000	–	–	1.34%	28
2023 Q3	$1.09M	Sell	7,000 -3,000	-30%	-$450K	1%	47
2023 Q2	$1.46M	Sell	10,000 -2,000	-17%	-$244K	1.2%	34
2023 Q1	$1.4M	Buy	12,000 +9,000	+300%	+$1.08M	1.16%	39
2022 Q4	$336K	Sell	3,000 -2,000	-40%	-$272K	0.26%	89
2022 Q3	$822K	Buy	+5,000	New	+$818K	0.61%	70

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Geode Capital Management

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return