DT
ZEN

Daniels + Tansey’s ZENDESK INC ZEN Stock Holding History

Daniels + Tansey’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
-3,800
Closed -$289K – 30
2022
Q3 		$289K Hold
3,800
– – 0.12% 25
2022
Q2 		$281K Hold
3,800
– – 0.11% 26
2022
Q1 		$457K Hold
3,800
– – 0.15% 23
2021
Q4 		$396K Hold
3,800
– – 0.12% 28
2021
Q3 		$442K Hold
3,800
– – 0.15% 24
2021
Q2 		$558K Buy
+3,800
New +$537K 0.19% 22

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Daniels + Tansey's ZEN Position: Q4 2022 in Review

Daniels + Tansey sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 3,800 shares — an estimated $289K sold.

Daniels + Tansey first reported a position in ZEN in Q2 2021 and held it in 6 quarters. The position peaked at $558K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Daniels + Tansey reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Daniels + Tansey sold 3,800 ZENDESK INC shares in Q4 2022, an estimated $289K.
  • Daniels + Tansey first reported a position in ZENDESK INC in Q2 2021 and held it in 6 quarters.
  • Daniels + Tansey's ZENDESK INC position peaked at $558K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Daniels + Tansey's 13F filing for Q4 2022, filed 2 Feb 2023.