EA
ZEN

Emerald Advisers’s ZENDESK INC ZEN Stock Holding History

Emerald Advisers’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
-5,531
Closed -$421K – 267
2022
Q3 		$421K Sell
5,531
-43
-0.8% -$3.26K 0.02% 183
2022
Q2 		$413K Hold
5,574
– – 0.02% 186
2022
Q1 		$670K Sell
5,574
-95
-2% -$10.3K 0.03% 172
2021
Q4 		$591K Sell
5,669
-1,842
-25% -$197K 0.02% 185
2021
Q3 		$874K Buy
7,511
+607
+9% +$78.4K 0.03% 163
2021
Q2 		$997K Buy
6,904
+1,130
+20% +$160K 0.04% 159
2021
Q1 		$766K Buy
5,774
+1,152
+25% +$165K 0.03% 168
2020
Q4 		$662K Sell
4,622
-165
-3% -$20.5K 0.02% 179
2020
Q3 		$493K Buy
+4,787
New +$448K 0.02% 185

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

Emerald Advisers's ZEN Position: Q4 2022 in Review

Emerald Advisers sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 5,531 shares — an estimated $421K sold.

Emerald Advisers first reported a position in ZEN in Q3 2020 and held it in 9 quarters. The position peaked at $997K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Emerald Advisers reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Emerald Advisers sold 5,531 ZENDESK INC shares in Q4 2022, an estimated $421K.
  • Emerald Advisers first reported a position in ZENDESK INC in Q3 2020 and held it in 9 quarters.
  • Emerald Advisers's ZENDESK INC position peaked at $997K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Emerald Advisers's 13F filing for Q4 2022, filed 3 Feb 2023.