Steward Financial Group’s Zscaler ZS Stock Holding History

Steward Financial Group’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	$0	Buy	+5	New	+$750	﹤0.01%	1594
2023 Q1	–	Sell	-2	Closed	–	–	936
2022 Q4	$0	Buy	+2	New	+$272	﹤0.01%	848
2022 Q3	–	Sell	-3	Closed	–	–	1371
2022 Q2	$0	Buy	+3	New	+$530	﹤0.01%	1432

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WCM

WestBridge Capital Management Trianon, Mauritius $79.5M AUM 32.13% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's ZS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Zscaler (ZS) in Q3 2023: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1594 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ZS as recently as Q4 2022.

Steward Financial Group first reported a position in ZS in Q2 2022 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold ZS as of Q3 2023.

Steward Financial Group held 5 shares of Zscaler worth $0 as of Q3 2023.
Zscaler was a new Steward Financial Group position in Q3 2023.
Zscaler made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1594 holding.
Steward Financial Group first reported a position in Zscaler in Q2 2022 and has held it in 3 quarters since.
621 funds tracked by Wall St. Rank held Zscaler as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.