E. Ohman J:or Asset Management’s ZENDESK INC ZEN Stock Holding History

E. Ohman J:or Asset 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
2022 Q4	–	Sell	-4,800	Closed	-$365K	–	453
2022 Q3	$365K	Sell	4,800 -1,200	-20%	-$91.1K	0.02%	381
2022 Q2	$444K	Buy	6,000 +1,400	+30%	+$138K	0.02%	367
2022 Q1	$553K	Sell	4,600 -1,200	-21%	-$130K	0.02%	365
2021 Q4	$605K	Hold	5,800	–	–	0.02%	383
2021 Q3	$675K	Hold	5,800	–	–	0.02%	357
2021 Q2	$837K	Hold	5,800	–	–	0.03%	320
2021 Q1	$769K	Hold	5,800	–	–	0.03%	306
2020 Q4	$830K	Buy	+5,800	New	+$719K	0.03%	256

Other funds holding ZEN

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

E. Ohman J:or Asset Management's ZEN Position: Q4 2022 in Review

E. Ohman J:or Asset Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 4,800 shares — an estimated $365K sold.

E. Ohman J:or Asset Management first reported a position in ZEN in Q4 2020 and held it in 8 quarters. The position peaked at $837K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

E. Ohman J:or Asset Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
E. Ohman J:or Asset Management sold 4,800 ZENDESK INC shares in Q4 2022, an estimated $365K.
E. Ohman J:or Asset Management first reported a position in ZENDESK INC in Q4 2020 and held it in 8 quarters.
E. Ohman J:or Asset Management's ZENDESK INC position peaked at $837K in Q2 2021.
3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2022, filed 5 Apr 2024.