Sumitomo Life Insurance’s Zscaler ZS Stock Holding History

Sumitomo Life Insurance’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
2024 Q4	–	Sell	-6,920	Closed	-$1.18M	–	277
2024 Q3	$1.18M	Buy	6,920 +207	+3%	+$37.8K	0.02%	174
2024 Q2	$1.29M	Sell	6,713 -826	-11%	-$147K	0.03%	159
2024 Q1	$1.45M	Sell	7,539 -332	-4%	-$74.3K	0.04%	152
2023 Q4	$1.74M	Sell	7,871 -396	-5%	-$73.3K	0.05%	128
2023 Q3	$1.29M	Sell	8,267 -127	-2%	-$19K	0.04%	145
2023 Q2	$1.23M	Buy	8,394 +4,755	+131%	+$581K	0.05%	154
2023 Q1	$425K	Sell	3,639 -41	-1%	-$4.92K	0.04%	239
2022 Q4	$412K	Sell	3,680 -237	-6%	-$32.2K	0.03%	245
2022 Q3	$644K	Sell	3,917 -152	-4%	-$24.9K	0.03%	221
2022 Q2	$608K	Buy	4,069 +59	+1%	+$10.4K	0.02%	232
2022 Q1	$968K	Sell	4,010 -125	-3%	-$30.7K	0.02%	212
2021 Q4	$1.33M	Sell	4,135 -186	-4%	-$58.6K	0.03%	182
2021 Q3	$1.13M	Sell	4,321 -194	-4%	-$48.7K	0.03%	193
2021 Q2	$976K	Sell	4,515 -674	-13%	-$128K	0.03%	223
2021 Q1	$891K	Buy	+5,189	New	+$1.03M	0.04%	239

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

American Century Companies

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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

First Trust Advisors

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return