EI
ZEN

Ethic Inc’s ZENDESK INC ZEN Stock Holding History

Ethic Inc’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
-3,565
Closed -$271K – 942
2022
Q3 		$271K Buy
+3,565
New +$271K 0.02% 666
2022
Q2 		– Sell
-2,107
Closed -$253K – 812
2022
Q1 		$253K Sell
2,107
-602
-22% -$65.4K 0.02% 649
2021
Q4 		$283K Sell
2,709
-68
-2% -$7.29K 0.02% 542
2021
Q3 		$323K Buy
2,777
+93
+3% +$12K 0.03% 457
2021
Q2 		$387K Buy
2,684
+369
+16% +$52.1K 0.05% 402
2021
Q1 		$307K Buy
2,315
+437
+23% +$62.6K 0.05% 380
2020
Q4 		$269K Buy
+1,878
New +$233K 0.07% 328

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

Ethic Inc's ZEN Position: Q4 2022 in Review

Ethic Inc sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 3,565 shares — an estimated $271K sold.

Ethic Inc first reported a position in ZEN in Q4 2020 and held it in 7 quarters. The position peaked at $387K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Ethic Inc reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Ethic Inc sold 3,565 ZENDESK INC shares in Q4 2022, an estimated $271K.
  • Ethic Inc first reported a position in ZENDESK INC in Q4 2020 and held it in 7 quarters.
  • Ethic Inc's ZENDESK INC position peaked at $387K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Ethic Inc's 13F filing for Q4 2022, filed 14 Feb 2023.