BSW
ZEN

Buckingham Strategic Wealth’s ZENDESK INC ZEN Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-12,648
Closed -$1.52M – 659
2022
Q1 		$1.52M Buy
12,648
+133
+1% +$14.5K 0.03% 220
2021
Q4 		$1.3M Sell
12,515
-3,000
-19% -$322K 0.03% 237
2021
Q3 		$1.81M Hold
15,515
– – 0.04% 184
2021
Q2 		$2.24M Hold
15,515
– – 0.05% 158
2021
Q1 		$2.06M Sell
15,515
-5,000
-24% -$716K 0.1% 147
2020
Q4 		$2.94M Buy
20,515
+1,883
+10% +$233K 0.15% 118
2020
Q3 		$1.92M Buy
+18,632
New +$1.74M 0.15% 116
2020
Q2 		– Sell
-18,637
Closed -$1.19M – 491
2020
Q1 		$1.19M Hold
18,637
– – 0.12% 137
2019
Q4 		$1.43M Hold
18,637
– – 0.14% 120
2019
Q3 		$1.36M Buy
18,637
+704
+4% +$58K 0.15% 111
2019
Q2 		$1.6M Buy
17,933
+1,881
+12% +$162K 0.17% 100
2019
Q1 		$1.36M Buy
+16,052
New +$1.18M 0.17% 110

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $497M AUM 59.08% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return