GI
ZEN

Gradient Investments’s ZENDESK INC ZEN Stock Holding History

Gradient Investments’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
2019
Q4 		– Sell
-162
Closed -$12K – 1284
2019
Q3 		$12K Hold
162
– – ﹤0.01% 634
2019
Q2 		$14K Buy
+162
New +$13.9K ﹤0.01% 587
2017
Q4 		– Sell
-12,988
Closed -$378K – 1112
2017
Q3 		$378K Buy
12,988
+189
+1% +$5.3K 0.02% 181
2017
Q2 		$356K Buy
+12,799
New +$351K 0.03% 184

Other funds holding ZEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gradient Investments's ZEN Position: Q4 2019 in Review

Gradient Investments sold out of ZENDESK INC (ZEN) in Q4 2019, closing a stake of 162 shares — an estimated $12K sold.

Gradient Investments first reported a position in ZEN in Q2 2017 and held it in 4 quarters. The position peaked at $378K in Q3 2017. 336 funds tracked by Wall St. Rank hold ZEN as of Q4 2019.

  • Gradient Investments reported no remaining ZENDESK INC position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 162 ZENDESK INC shares in Q4 2019, an estimated $12K.
  • Gradient Investments first reported a position in ZENDESK INC in Q2 2017 and held it in 4 quarters.
  • Gradient Investments's ZENDESK INC position peaked at $378K in Q3 2017.
  • 336 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.