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Herald Investment Management’s Zscaler ZS Stock Holding History

Herald 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
2020
Q2 		– Sell
-27,000
Closed -$1.64M – 96
2020
Q1 		$1.64M Sell
27,000
-9,000
-25% -$495K 0.5% 47
2019
Q4 		$1.67M Buy
+36,000
New +$1.67M 0.43% 57

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Herald Investment Management's ZS Position: Q2 2020 in Review

Herald Investment Management sold out of Zscaler (ZS) in Q2 2020, closing a stake of 27,000 shares — an estimated $1.64M sold.

Herald Investment Management first reported a position in ZS in Q4 2019 and held it in 2 quarters. The position peaked at $1.67M in Q4 2019. 365 funds tracked by Wall St. Rank hold ZS as of Q2 2020.

  • Herald Investment Management reported no remaining Zscaler position as of Q2 2020 after selling out during the quarter.
  • Herald Investment Management sold 27,000 Zscaler shares in Q2 2020, an estimated $1.64M.
  • Herald Investment Management first reported a position in Zscaler in Q4 2019 and held it in 2 quarters.
  • Herald Investment Management's Zscaler position peaked at $1.67M in Q4 2019.
  • 365 funds tracked by Wall St. Rank held Zscaler as of Q2 2020.

Based on Herald Investment Management's 13F filing for Q2 2020, filed 7 Aug 2020.