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Coastal Investment Management’s Zscaler ZS Stock Holding History

Coastal 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
2021
Q3 		$17.8M Buy
67,800
+35,000
+107% +$8.79M 24.76% 2
2021
Q2 		$7.09M Buy
+32,800
New +$6.24M 11.4% 3

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Coastal Investment Management's ZS Position: Q3 2021 in Review

Coastal Investment Management increased its Zscaler (ZS) stake by 107% in Q3 2021, buying an estimated $8.79M and bringing the position to 67,800 shares worth $17.8M. The position accounts for 24.76% of the portfolio, ranked #2.

Coastal Investment Management first reported a position in ZS in Q2 2021 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold ZS as of Q3 2021.

  • Coastal Investment Management held 67,800 shares of Zscaler worth $17.8M as of Q3 2021.
  • Coastal Investment Management bought 35,000 Zscaler shares in Q3 2021, an estimated $8.79M.
  • Zscaler made up 24.76% of Coastal Investment Management's portfolio in Q3 2021, its #2 holding.
  • Coastal Investment Management first reported a position in Zscaler in Q2 2021 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Zscaler as of Q3 2021.

Based on Coastal Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.