HM
ZEN

Harvest Management’s ZENDESK INC ZEN Stock Holding History

Harvest 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
Q4 		– Sell
-256,612
Closed -$19.5M – 65
2022
Q3 		$19.5M Buy
256,612
+139,012
+118% +$10.5M 15.77% 1
2022
Q2 		$8.71M Buy
117,600
+68,030
+137% +$6.71M 10.05% 1
2022
Q1 		$5.96M Buy
49,570
+13,470
+37% +$1.46M 5.22% 5
2021
Q4 		$3.77M Buy
+36,100
New +$3.87M 2.2% 9

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

Harvest Management's ZEN Position: Q4 2022 in Review

Harvest Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 256,612 shares — an estimated $19.5M sold.

Harvest Management first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $19.5M in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Harvest Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Harvest Management sold 256,612 ZENDESK INC shares in Q4 2022, an estimated $19.5M.
  • Harvest Management first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • Harvest Management's ZENDESK INC position peaked at $19.5M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

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