E
ZEN

Ergoteles’s ZENDESK INC ZEN Stock Holding History

Ergoteles’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
-211,769
Closed -$16.1M – 2145
2022
Q3 		$16.1M Sell
211,769
-8,090
-4% -$614K 0.57% 21
2022
Q2 		$16.3M Buy
219,859
+160,860
+273% +$15.9M 0.49% 35
2022
Q1 		$7.1M Buy
+58,999
New +$6.41M 0.27% 92
2020
Q4 		– Sell
-90,792
Closed -$9.34M – 976
2020
Q3 		$9.34M Buy
+90,792
New +$8.49M 1.24% 15

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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