Disciplined Investments’s Zscaler ZS Stock Holding History

Disciplined Investments’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	-3	Closed	-$439	–	1607
2023 Q2	$439	Hold	3	–	–	﹤0.01%	1272
2023 Q1	$350	Buy	3 +2	+200%	+$240	﹤0.01%	1347
2022 Q4	$112	Sell	1 -2	-67%	-$272	﹤0.01%	1525
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1665
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1676
2022 Q1	$1K	Buy	+3	New	+$737	﹤0.01%	1256
2021 Q2	–	Sell	-4	Closed	-$1K	–	448
2021 Q1	$1K	Buy	+4	New	+$795	﹤0.01%	383

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

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

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

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 1-Year Est. Return

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

CIP

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

Goldman Sachs New York $871B AUM 31.28% 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

Disciplined Investments's ZS Position: Q3 2023 in Review

Disciplined Investments sold out of Zscaler (ZS) in Q3 2023, closing a stake of 3 shares — an estimated $439 sold.

Disciplined Investments first reported a position in ZS in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 621 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

Disciplined Investments reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 3 Zscaler shares in Q3 2023, an estimated $439.
Disciplined Investments first reported a position in Zscaler in Q1 2021 and held it in 7 quarters.
Disciplined Investments's Zscaler position peaked at $1K in Q1 2022.
621 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.