HIA
ZEN

Harbor Investment Advisory’s ZENDESK INC ZEN Stock Holding History

Harbor Investment Advisory’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
2021
Q3 		– Sell
-387
Closed -$56K – 1372
2021
Q2 		$56K Sell
387
-13
-3% -$1.84K 0.01% 678
2021
Q1 		$53K Sell
400
-350
-47% -$50.1K 0.01% 671
2020
Q4 		$107K Buy
750
+650
+650% +$80.6K 0.02% 435
2020
Q3 		$10K Buy
+100
New +$9.35K ﹤0.01% 861
2020
Q2 		– Sell
-81
Closed -$5K – 1238
2020
Q1 		$5K Buy
+81
New +$6.32K ﹤0.01% 865

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Harbor Investment Advisory's ZEN Position: Q3 2021 in Review

Harbor Investment Advisory sold out of ZENDESK INC (ZEN) in Q3 2021, closing a stake of 387 shares — an estimated $56K sold.

Harbor Investment Advisory first reported a position in ZEN in Q1 2020 and held it in 5 quarters. The position peaked at $107K in Q4 2020. 466 funds tracked by Wall St. Rank hold ZEN as of Q3 2021.

  • Harbor Investment Advisory reported no remaining ZENDESK INC position as of Q3 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 387 ZENDESK INC shares in Q3 2021, an estimated $56K.
  • Harbor Investment Advisory first reported a position in ZENDESK INC in Q1 2020 and held it in 5 quarters.
  • Harbor Investment Advisory's ZENDESK INC position peaked at $107K in Q4 2020.
  • 466 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2021.

Based on Harbor Investment Advisory's 13F filing for Q3 2021, filed 12 Oct 2021.