Winslow Evans & Crocker’s Zscaler ZS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$1.33M	Buy	6,640 +120	+2%	+$19.1K	0.25%	92
2020 Q3	$917K	Buy	6,520 +5,175	+385%	+$672K	0.23%	99
2020 Q2	$147K	Buy	1,345 +75	+6%	+$6.23K	0.04%	300
2020 Q1	$78K	Buy	1,270 +550	+76%	+$30.3K	0.03%	365
2019 Q4	$34K	Buy	+720	New	+$33.4K	0.01%	580
2019 Q3	–	Sell	-1,150	Closed	-$90K	–	1177
2019 Q2	$90K	Buy	+1,150	New	+$81.9K	0.03%	422

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Winslow Evans & Crocker's ZS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Zscaler (ZS) stake by 1.8% in Q4 2020, buying an estimated $19.1K and bringing the position to 6,640 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #92.

Winslow Evans & Crocker first reported a position in ZS in Q2 2019 and has held it in 6 quarters since. 517 funds tracked by Wall St. Rank hold ZS as of Q4 2020.

Winslow Evans & Crocker held 6,640 shares of Zscaler worth $1.33M as of Q4 2020.
Winslow Evans & Crocker bought 120 Zscaler shares in Q4 2020, an estimated $19.1K.
Zscaler made up 0.25% of Winslow Evans & Crocker's portfolio in Q4 2020, its #92 holding.
Winslow Evans & Crocker first reported a position in Zscaler in Q2 2019 and has held it in 6 quarters since.
517 funds tracked by Wall St. Rank held Zscaler as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.