EGM
DZSI

Engineers Gate Manager’s DZS Inc. Common Stock DZSI Stock Holding History

Engineers Gate Manager’s Portfolio DZSI Stock Details DZSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,232
Closed -$14.3K – 2487
2024
Q2 		$14.3K Sell
12,232
-4,388
-26% -$5.97K ﹤0.01% 1864
2024
Q1 		$21.9K Sell
16,620
-5,146
-24% -$7.78K ﹤0.01% 1839
2023
Q4 		$42.9K Buy
21,766
+10,605
+95% +$16.6K ﹤0.01% 1857
2023
Q3 		$23.4K Buy
+11,161
New +$32.1K ﹤0.01% 1700
2022
Q3 		– Sell
-29,240
Closed -$476K – 2246
2022
Q2 		$476K Buy
29,240
+5,922
+25% +$87.3K 0.02% 1140
2022
Q1 		$323K Sell
23,318
-4,402
-16% -$63.8K 0.01% 1345
2021
Q4 		$450K Buy
27,720
+9,860
+55% +$131K 0.02% 1133
2021
Q3 		$219K Buy
17,860
+4,435
+33% +$69.8K 0.01% 1389
2021
Q2 		$279K Buy
13,425
+2,894
+27% +$50.2K 0.02% 1181
2021
Q1 		$164K Buy
10,531
+183
+2% +$3.05K 0.01% 1638
2020
Q4 		$160K Buy
+10,348
New +$130K 0.01% 1528

Other funds holding DZSI

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Engineers Gate Manager's DZSI Position: Q3 2024 in Review

Engineers Gate Manager sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 12,232 shares — an estimated $14.3K sold.

Engineers Gate Manager first reported a position in DZSI in Q4 2020 and held it in 11 quarters. The position peaked at $476K in Q2 2022. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • Engineers Gate Manager reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 12,232 DZS Inc. Common Stock shares in Q3 2024, an estimated $14.3K.
  • Engineers Gate Manager first reported a position in DZS Inc. Common Stock in Q4 2020 and held it in 11 quarters.
  • Engineers Gate Manager's DZS Inc. Common Stock position peaked at $476K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Engineers Gate Manager's 13F filing for Q3 2024, filed 14 Nov 2024.