P.J. Schmidt Investment Management (PJS)’s Zscaler ZS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q1	–	Sell	-2,773	Closed	-$310K	–	187
2022 Q4	$310K	Sell	2,773 -113	-4%	-$15.4K	0.07%	132
2022 Q3	$434K	Sell	2,886 -93	-3%	-$15.2K	0.1%	109
2022 Q2	$493K	Sell	2,979 -283	-9%	-$50K	0.11%	108
2022 Q1	$661K	Sell	3,262 -191	-6%	-$46.9K	0.15%	102
2021 Q4	$888K	Sell	3,453 -4	-0.1%	-$1.26K	0.18%	92
2021 Q3	$1.09M	Sell	3,457 -10	-0.3%	-$2.51K	0.21%	79
2021 Q2	$828K	Buy	3,467 +43	+1%	+$8.18K	0.17%	97
2021 Q1	$641K	Buy	3,424 +160	+5%	+$31.8K	0.13%	106
2020 Q4	$652K	Buy	3,264 +856	+36%	+$136K	0.15%	100
2020 Q3	$358K	Buy	+2,408	New	+$313K	0.09%	117

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

WCM

WestBridge Capital Management Trianon, Mauritius $107M AUM 43.09% 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

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

P.J. Schmidt Investment Management (PJS)'s ZS Position: Q1 2023 in Review

P.J. Schmidt Investment Management (PJS) sold out of Zscaler (ZS) in Q1 2023, closing a stake of 2,773 shares — an estimated $310K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in ZS in Q3 2020 and held it in 10 quarters. The position peaked at $1.09M in Q3 2021. 570 funds tracked by Wall St. Rank hold ZS as of Q1 2023.

P.J. Schmidt Investment Management (PJS) reported no remaining Zscaler position as of Q1 2023 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 2,773 Zscaler shares in Q1 2023, an estimated $310K.
P.J. Schmidt Investment Management (PJS) first reported a position in Zscaler in Q3 2020 and held it in 10 quarters.
P.J. Schmidt Investment Management (PJS)'s Zscaler position peaked at $1.09M in Q3 2021.
570 funds tracked by Wall St. Rank held Zscaler as of Q1 2023.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2023, filed 28 Apr 2023.