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Needham Investment Management’s Zscaler ZS Stock Holding History

Needham 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
2018
Q3 		– Sell
-20,000
Closed -$715K – 92
2018
Q2 		$715K Buy
+20,000
New +$610K 0.2% 66

Other funds holding ZS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Needham Investment Management's ZS Position: Q3 2018 in Review

Needham Investment Management sold out of Zscaler (ZS) in Q3 2018, closing a stake of 20,000 shares — an estimated $715K sold.

Needham Investment Management first reported a position in ZS in Q2 2018 and held it in 1 quarter. The position peaked at $715K in Q2 2018. 147 funds tracked by Wall St. Rank hold ZS as of Q3 2018.

  • Needham Investment Management reported no remaining Zscaler position as of Q3 2018 after selling out during the quarter.
  • Needham Investment Management sold 20,000 Zscaler shares in Q3 2018, an estimated $715K.
  • Needham Investment Management first reported a position in Zscaler in Q2 2018 and held it in 1 quarter.
  • Needham Investment Management's Zscaler position peaked at $715K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Zscaler as of Q3 2018.

Based on Needham Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.