Compagnie Lombard Odier SCmA’s Zscaler ZS Stock Holding History

Compagnie Lombard Odier SCmA’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 Q3	–	Sell	-545	Closed	-$79.7K	–	633
2023 Q2	$79.7K	Buy	+545	New	+$66.5K	﹤0.01%	370
2021 Q3	–	Sell	-3,000	Closed	-$648K	–	691
2021 Q2	$648K	Buy	+3,000	New	+$570K	0.01%	201
2020 Q2	–	Sell	-1,600	Closed	-$98K	–	565
2020 Q1	$98K	Sell	1,600 -1,000	-38%	-$55K	﹤0.01%	300
2019 Q4	$120K	Hold	2,600	–	–	﹤0.01%	296
2019 Q3	$121K	Buy	+2,600	New	+$187K	0.01%	290

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Compagnie Lombard Odier SCmA's ZS Position: Q3 2023 in Review

Compagnie Lombard Odier SCmA sold out of Zscaler (ZS) in Q3 2023, closing a stake of 545 shares — an estimated $79.7K sold.

Compagnie Lombard Odier SCmA first reported a position in ZS in Q3 2019 and held it in 5 quarters. The position peaked at $648K in Q2 2021. 622 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

Compagnie Lombard Odier SCmA reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 545 Zscaler shares in Q3 2023, an estimated $79.7K.
Compagnie Lombard Odier SCmA first reported a position in Zscaler in Q3 2019 and held it in 5 quarters.
Compagnie Lombard Odier SCmA's Zscaler position peaked at $648K in Q2 2021.
622 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2023, filed 23 Oct 2023.