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IBM Retirement Fund’s Zscaler ZS Stock Holding History

IBM Retirement Fund’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
Q2 		– Sell
-1,286
Closed -$310K – 484
2022
Q1 		$310K Hold
1,286
– – 0.04% 378
2021
Q4 		$413K Sell
1,286
-910
-41% -$287K 0.05% 336
2021
Q3 		$576K Hold
2,196
– – 0.05% 379
2021
Q2 		$474K Sell
2,196
-300
-12% -$57K 0.04% 450
2021
Q1 		$428K Sell
2,496
-127
-5% -$25.2K 0.03% 497
2020
Q4 		$524K Buy
2,623
+338
+15% +$53.7K 0.04% 436
2020
Q3 		$321K Buy
+2,285
New +$297K 0.03% 503

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IBM Retirement Fund's ZS Position: Q2 2022 in Review

IBM Retirement Fund sold out of Zscaler (ZS) in Q2 2022, closing a stake of 1,286 shares — an estimated $310K sold.

IBM Retirement Fund first reported a position in ZS in Q3 2020 and held it in 7 quarters. The position peaked at $576K in Q3 2021. 592 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

  • IBM Retirement Fund reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 1,286 Zscaler shares in Q2 2022, an estimated $310K.
  • IBM Retirement Fund first reported a position in Zscaler in Q3 2020 and held it in 7 quarters.
  • IBM Retirement Fund's Zscaler position peaked at $576K in Q3 2021.
  • 592 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.