Calamos Wealth Management’s ZENDESK INC ZEN Stock Holding History

Calamos Wealth Management’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
2020 Q4	–	Sell	-3,950	Closed	-$407K	–	291
2020 Q3	$407K	Sell	3,950 -48,356	-92%	-$4.52M	0.05%	210
2020 Q2	$4.63M	Buy	52,306 +13,647	+35%	+$1.05M	0.58%	47
2020 Q1	$2.48M	Buy	38,659 +2,531	+7%	+$198K	0.38%	63
2019 Q4	$2.77M	Buy	36,128 +710	+2%	+$52K	0.33%	73
2019 Q3	$2.58M	Buy	35,418 +1,098	+3%	+$90.5K	0.35%	77
2019 Q2	$3.06M	Sell	34,320 -15,674	-31%	-$1.35M	0.41%	69
2019 Q1	$4.25M	Buy	49,994 +45,795	+1,091%	+$3.36M	0.61%	46
2018 Q4	$245K	Buy	+4,199	New	+$242K	0.04%	197
2018 Q2	–	Sell	-5,388	Closed	-$258K	–	222
2018 Q1	$258K	Buy	+5,388	New	+$223K	0.03%	186

Other funds holding ZEN

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Calamos Wealth Management's ZEN Position: Q4 2020 in Review

Calamos Wealth Management sold out of ZENDESK INC (ZEN) in Q4 2020, closing a stake of 3,950 shares — an estimated $407K sold.

Calamos Wealth Management first reported a position in ZEN in Q1 2018 and held it in 9 quarters. The position peaked at $4.63M in Q2 2020. 473 funds tracked by Wall St. Rank hold ZEN as of Q4 2020.

Calamos Wealth Management reported no remaining ZENDESK INC position as of Q4 2020 after selling out during the quarter.
Calamos Wealth Management sold 3,950 ZENDESK INC shares in Q4 2020, an estimated $407K.
Calamos Wealth Management first reported a position in ZENDESK INC in Q1 2018 and held it in 9 quarters.
Calamos Wealth Management's ZENDESK INC position peaked at $4.63M in Q2 2020.
473 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2020.

Based on Calamos Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.