AR
ZEN

Advisory Research’s ZENDESK INC ZEN Stock Holding History

Advisory Research’s Portfolio ZEN Stock Details ZEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-219,290
Closed -$6.15M – 464
2017
Q1 		$6.15M Buy
219,290
+125,394
+134% +$3.25M 0.09% 141
2016
Q4 		$1.99M Buy
+93,896
New +$2.27M 0.03% 212

Other funds holding ZEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Research's ZEN Position: Q2 2017 in Review

Advisory Research sold out of ZENDESK INC (ZEN) in Q2 2017, closing a stake of 219,290 shares — an estimated $6.15M sold.

Advisory Research first reported a position in ZEN in Q4 2016 and held it in 2 quarters. The position peaked at $6.15M in Q1 2017. 173 funds tracked by Wall St. Rank hold ZEN as of Q2 2017.

  • Advisory Research reported no remaining ZENDESK INC position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 219,290 ZENDESK INC shares in Q2 2017, an estimated $6.15M.
  • Advisory Research first reported a position in ZENDESK INC in Q4 2016 and held it in 2 quarters.
  • Advisory Research's ZENDESK INC position peaked at $6.15M in Q1 2017.
  • 173 funds tracked by Wall St. Rank held ZENDESK INC as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.