FAM
ZEN

Fulcrum Asset Management’s ZENDESK INC ZEN Stock Holding History

Fulcrum 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
Q1 		– Hold
0
– – – 87
2021
Q4 		– Hold
0
– – – 147
2021
Q3 		– Hold
0
– – – 148
2021
Q2 		– Hold
0
– – – 115
2021
Q1 		– Hold
0
– – – 46
2020
Q4 		– Hold
0
– – – 49
2020
Q3 		– Sell
-22,552
Closed -$2.08M – 198
2020
Q2 		$2.08M Buy
+22,552
New +$1.74M 0.7% 49

Other funds holding ZEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fulcrum Asset Management's ZEN Position: Q1 2022 in Review

Fulcrum Asset Management held its ZENDESK INC (ZEN) position steady in Q1 2022 at 0 shares worth $1.17M. The position accounts for 0.34% of the portfolio, ranked #87.

Fulcrum Asset Management first reported a position in ZEN in Q2 2020 and has held it in 1 quarter since. The position peaked at $2.08M in Q2 2020. 501 funds tracked by Wall St. Rank hold ZEN as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of ZENDESK INC worth $1.17M as of Q1 2022.
  • Fulcrum Asset Management left its ZENDESK INC share count unchanged in Q1 2022.
  • ZENDESK INC made up 0.34% of Fulcrum Asset Management's portfolio in Q1 2022, its #87 holding.
  • Fulcrum Asset Management first reported a position in ZENDESK INC in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's ZENDESK INC position peaked at $2.08M in Q2 2020.
  • 501 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.