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LGT Group Foundation’s Zscaler ZS Stock Holding History

LGT Group Foundation’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
-42,067
Closed -$6.15M – 268
2023
Q2 		$6.15M Sell
42,067
-47,332
-53% -$5.78M 0.15% 129
2023
Q1 		$10.4M Sell
89,399
-3,328
-4% -$399K 0.3% 82
2022
Q4 		$10.4M Buy
92,727
+42,816
+86% +$5.82M 0.32% 85
2022
Q3 		$8.21M Sell
49,911
-20,207
-29% -$3.31M 0.32% 78
2022
Q2 		$10.5M Sell
70,118
-20,427
-23% -$3.61M 0.32% 77
2022
Q1 		$22.3M Buy
90,545
+39,186
+76% +$9.63M 0.52% 44
2021
Q4 		$16.5M Buy
+51,359
New +$16.2M 0.43% 56

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LGT Group Foundation's ZS Position: Q3 2023 in Review

LGT Group Foundation sold out of Zscaler (ZS) in Q3 2023, closing a stake of 42,067 shares — an estimated $6.15M sold.

LGT Group Foundation first reported a position in ZS in Q4 2021 and held it in 7 quarters. The position peaked at $22.3M in Q1 2022. 622 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

  • LGT Group Foundation reported no remaining Zscaler position as of Q3 2023 after selling out during the quarter.
  • LGT Group Foundation sold 42,067 Zscaler shares in Q3 2023, an estimated $6.15M.
  • LGT Group Foundation first reported a position in Zscaler in Q4 2021 and held it in 7 quarters.
  • LGT Group Foundation's Zscaler position peaked at $22.3M in Q1 2022.
  • 622 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on LGT Group Foundation's 13F filing for Q3 2023, filed 6 Nov 2023.