HIIFS
ZEN

Harel Insurance Investments & Financial Services’s ZENDESK INC ZEN Stock Holding History

Harel Insurance Investments & Financial Services’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
-466
Closed -$36K – 773
2022
Q3 		$36K Sell
466
-23
-5% -$1.75K ﹤0.01% 543
2022
Q2 		$36K Sell
489
-222
-31% -$21.9K ﹤0.01% 564
2022
Q1 		$86K Sell
711
-659
-48% -$71.6K ﹤0.01% 459
2021
Q4 		$145K Sell
1,370
-220
-14% -$23.6K ﹤0.01% 455
2021
Q3 		$185K Sell
1,590
-17
-1% -$2.2K ﹤0.01% 379
2021
Q2 		$232K Sell
1,607
-2,783
-63% -$393K 0.01% 577
2021
Q1 		$1.26M Buy
4,390
+1,444
+49% +$207K 0.02% 319
2020
Q4 		$422K Buy
2,946
+147
+5% +$18.2K 0.01% 388
2020
Q3 		$285K Sell
2,799
-201
-7% -$18.8K 0.01% 252
2020
Q2 		$266K Buy
+3,000
New +$231K 0.01% 212

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services's ZEN Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 466 shares — an estimated $36K sold.

Harel Insurance Investments & Financial Services first reported a position in ZEN in Q2 2020 and held it in 10 quarters. The position peaked at $1.26M in Q1 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 466 ZENDESK INC shares in Q4 2022, an estimated $36K.
  • Harel Insurance Investments & Financial Services first reported a position in ZENDESK INC in Q2 2020 and held it in 10 quarters.
  • Harel Insurance Investments & Financial Services's ZENDESK INC position peaked at $1.26M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.