Sargent Bickham Lagudis’s Zscaler ZS Stock Holding History

Sargent Bickham Lagudis’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 Q4	$11.2K	Buy	100 +96	+2,400%	+$13K	﹤0.01%	711
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	956
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1030
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	940
2021 Q4	$1K	Buy	+4	New	+$1.26K	﹤0.01%	938

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sargent Bickham Lagudis's ZS Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Zscaler (ZS) stake by 2,400% in Q4 2022, buying an estimated $13K and bringing the position to 100 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Sargent Bickham Lagudis first reported a position in ZS in Q4 2021 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold ZS as of Q4 2022.

Sargent Bickham Lagudis held 100 shares of Zscaler worth $11.2K as of Q4 2022.
Sargent Bickham Lagudis bought 96 Zscaler shares in Q4 2022, an estimated $13K.
Zscaler made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #711 holding.
Sargent Bickham Lagudis first reported a position in Zscaler in Q4 2021 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held Zscaler as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.