Berman Capital Advisors’s ZENDESK INC ZEN Stock Holding History

Berman Capital Advisors’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
2021 Q3	$13K	Sell	126 -711	-85%	-$91.9K	﹤0.01%	1113
2021 Q2	$120K	Buy	837 +695	+489%	+$98.1K	0.02%	332
2021 Q1	$18K	Buy	142 +32	+29%	+$4.58K	﹤0.01%	830
2020 Q4	$15K	Buy	110 +3	+3%	+$372	﹤0.01%	773
2020 Q3	$10K	Buy	107 +20	+23%	+$1.87K	﹤0.01%	815
2020 Q2	$7K	Buy	87 +43	+98%	+$3.31K	﹤0.01%	913
2020 Q1	$2K	Buy	44 +6	+16%	+$468	﹤0.01%	1210
2019 Q4	$2K	Hold	38	–	–	﹤0.01%	1274
2019 Q3	$2K	Buy	38 +16	+73%	+$1.32K	﹤0.01%	1257
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	1421
2019 Q1	$1K	Buy	22 +17	+340%	+$1.25K	﹤0.01%	1299
2018 Q4	$0	Buy	+5	New	+$288	﹤0.01%	1292

Other funds holding ZEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Berman Capital Advisors's ZEN Position: Q3 2021 in Review

Berman Capital Advisors reduced its ZENDESK INC (ZEN) stake by 85% in Q3 2021, selling an estimated $91.9K and leaving 126 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Berman Capital Advisors first reported a position in ZEN in Q4 2018 and has held it in 12 quarters since. The position peaked at $120K in Q2 2021. 466 funds tracked by Wall St. Rank hold ZEN as of Q3 2021.

Berman Capital Advisors held 126 shares of ZENDESK INC worth $13K as of Q3 2021.
Berman Capital Advisors sold 711 ZENDESK INC shares in Q3 2021, an estimated $91.9K.
ZENDESK INC made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1113 holding.
Berman Capital Advisors first reported a position in ZENDESK INC in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's ZENDESK INC position peaked at $120K in Q2 2021.
466 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.