HA
ZEN

Havens Advisors’s ZENDESK INC ZEN Stock Holding History

Havens Advisors’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
-35,000
Closed -$2.66M – 39
2022
Q3 		$2.66M Buy
35,000
+5,000
+17% +$379K 3.99% 12
2022
Q2 		$2.22M Buy
+30,000
New +$2.96M 3.51% 12

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

Havens Advisors's ZEN Position: Q4 2022 in Review

Havens Advisors sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 35,000 shares — an estimated $2.66M sold.

Havens Advisors first reported a position in ZEN in Q2 2022 and held it in 2 quarters. The position peaked at $2.66M in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Havens Advisors reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Havens Advisors sold 35,000 ZENDESK INC shares in Q4 2022, an estimated $2.66M.
  • Havens Advisors first reported a position in ZENDESK INC in Q2 2022 and held it in 2 quarters.
  • Havens Advisors's ZENDESK INC position peaked at $2.66M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Havens Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.