Sandy Spring Bank’s Zscaler ZS Stock Holding History

Sandy Spring Bank’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
2025 Q1	$95.6K	Sell	482 -5	-1%	-$996	﹤0.01%	452
2024 Q4	$87.9K	Hold	487	–	–	﹤0.01%	476
2024 Q3	$83.2K	Buy	487 +3	+0.6%	+$548	﹤0.01%	493
2024 Q2	$93K	Sell	484 -500	-51%	-$89K	﹤0.01%	465
2024 Q1	$190K	Buy	984 +507	+106%	+$113K	0.01%	373
2023 Q4	$106K	Hold	477	–	–	0.01%	443
2023 Q3	$74.2K	Hold	477	–	–	﹤0.01%	480
2023 Q2	$69.8K	Sell	477 -545	-53%	-$66.5K	﹤0.01%	483
2023 Q1	$119K	Hold	1,022	–	–	0.01%	411
2022 Q4	$114K	Buy	1,022 +45	+5%	+$6.11K	0.01%	404
2022 Q3	$161K	Buy	977 +50	+5%	+$8.18K	0.01%	346
2022 Q2	$139K	Hold	927	–	–	0.01%	364
2022 Q1	$223K	Buy	927 +600	+183%	+$147K	0.01%	325
2021 Q4	$105K	Hold	327	–	–	0.01%	434
2021 Q3	$86K	Sell	327 -118	-27%	-$29.6K	﹤0.01%	452
2021 Q2	$96K	Hold	445	–	–	0.01%	440
2021 Q1	$77K	Buy	445 +120	+37%	+$23.8K	﹤0.01%	451
2020 Q4	$65K	Hold	325	–	–	﹤0.01%	449
2020 Q3	$46K	Sell	325 -611	-65%	-$79.3K	﹤0.01%	476
2020 Q2	$103K	Buy	936 +310	+50%	+$25.8K	0.01%	362
2020 Q1	$38K	Buy	+626	New	+$34.5K	﹤0.01%	478

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sandy Spring Bank's ZS Position: Q1 2025 in Review

Sandy Spring Bank reduced its Zscaler (ZS) stake by 1% in Q1 2025, selling an estimated $996 and leaving 482 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Sandy Spring Bank first reported a position in ZS in Q1 2020 and has held it in 21 quarters since. The position peaked at $223K in Q1 2022. 767 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

Sandy Spring Bank held 482 shares of Zscaler worth $95.6K as of Q1 2025.
Sandy Spring Bank sold 5 Zscaler shares in Q1 2025, an estimated $996.
Zscaler made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #452 holding.
Sandy Spring Bank first reported a position in Zscaler in Q1 2020 and has held it in 21 quarters since.
Sandy Spring Bank's Zscaler position peaked at $223K in Q1 2022.
767 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.