HM Payson & Co’s Zscaler ZS Stock Holding History

HM Payson & Co’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
2022 Q4	–	Sell	-57	Closed	-$9K	–	1009
2022 Q3	$9K	Hold	57	–	–	﹤0.01%	793
2022 Q2	$9K	Hold	57	–	–	﹤0.01%	830
2022 Q1	$14K	Hold	57	–	–	﹤0.01%	810
2021 Q4	$18K	Buy	+57	New	+$17.9K	﹤0.01%	784

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

HM Payson & Co's ZS Position: Q4 2022 in Review

HM Payson & Co sold out of Zscaler (ZS) in Q4 2022, closing a stake of 57 shares — an estimated $9K sold.

HM Payson & Co first reported a position in ZS in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 560 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

HM Payson & Co reported no remaining Zscaler position as of Q4 2022 after selling out during the quarter.
HM Payson & Co sold 57 Zscaler shares in Q4 2022, an estimated $9K.
HM Payson & Co first reported a position in Zscaler in Q4 2021 and held it in 4 quarters.
HM Payson & Co's Zscaler position peaked at $18K in Q4 2021.
560 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.