Bank of Montreal
ZEN

Bank of Montreal’s ZENDESK INC ZEN Stock Holding History

Bank of Montreal’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
2022
Q4 		– Sell
-250,000
Closed -$19.2K – 4563
2022
Q3 		$19.2K Hold
250,000
– – 0.01% 709
2022
Q2 		$18.7K Buy
+250,000
New +$24.6M 0.01% 775

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's ZEN Position: Q4 2022 in Review

Bank of Montreal sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 971,063 shares — an estimated $74.4K sold.

Bank of Montreal first reported a position in ZEN in Q4 2015 and held it in 28 quarters. The position peaked at $91.8M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Bank of Montreal reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 971,063 ZENDESK INC shares in Q4 2022, an estimated $74.4K.
  • Bank of Montreal first reported a position in ZENDESK INC in Q4 2015 and held it in 28 quarters.
  • Bank of Montreal's ZENDESK INC position peaked at $91.8M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.