AtonRa Partners’s Zscaler ZS Stock Holding History

AtonRa Partners’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
2023 Q4	$514K	Sell	2,319 -387	-14%	-$71.7K	1.02%	33
2023 Q3	$421K	Sell	2,706 -798	-23%	-$120K	0.88%	42
2023 Q2	$513K	Sell	3,504 -343	-9%	-$41.9K	0.79%	53
2023 Q1	$449K	Sell	3,847 -2,404	-38%	-$288K	0.66%	70
2022 Q4	$699K	Sell	6,251 -1,069	-15%	-$145K	0.89%	47
2022 Q3	$1.2M	Sell	7,320 -635	-8%	-$104K	1.18%	24
2022 Q2	$1.19M	Sell	7,955 -1,265	-14%	-$224K	1.09%	30
2022 Q1	$2.23M	Sell	9,220 -3,859	-30%	-$948K	1.21%	28
2021 Q4	$4.2M	Sell	13,079 -1,833	-12%	-$577K	1.46%	18
2021 Q3	$3.91M	Buy	14,912 +551	+4%	+$138K	1.31%	22
2021 Q2	$3.1M	Sell	14,361 -313	-2%	-$59.5K	1.14%	34
2021 Q1	$2.52M	Buy	+14,674	New	+$2.92M	1.12%	37

Other funds holding ZS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AtonRa Partners's ZS Position: Q4 2023 in Review

AtonRa Partners reduced its Zscaler (ZS) stake by 14% in Q4 2023, selling an estimated $71.7K and leaving 2,319 shares worth $514K. The position accounts for 1.02% of the portfolio, ranked #33.

AtonRa Partners first reported a position in ZS in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.2M in Q4 2021. 739 funds tracked by Wall St. Rank hold ZS as of Q4 2023.

AtonRa Partners held 2,319 shares of Zscaler worth $514K as of Q4 2023.
AtonRa Partners sold 387 Zscaler shares in Q4 2023, an estimated $71.7K.
Zscaler made up 1.02% of AtonRa Partners's portfolio in Q4 2023, its #33 holding.
AtonRa Partners first reported a position in Zscaler in Q1 2021 and has held it in 12 quarters since.
AtonRa Partners's Zscaler position peaked at $4.2M in Q4 2021.
739 funds tracked by Wall St. Rank held Zscaler as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.