HI
ZEN

Hoey Investments’s ZENDESK INC ZEN Stock Holding History

Hoey 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
2022
Q4 		– Sell
-2,281
Closed -$174K – 344
2022
Q3 		$174K Buy
2,281
+258
+13% +$19.6K 0.07% 94
2022
Q2 		$150K Buy
2,023
+415
+26% +$40.9K 0.06% 79
2022
Q1 		$193K Sell
1,608
-695
-30% -$75.5K 0.05% 70
2021
Q4 		$240K Buy
2,303
+275
+14% +$29.5K 0.06% 57
2021
Q3 		$236K Buy
2,028
+342
+20% +$44.2K 0.07% 60
2021
Q2 		$243K Buy
1,686
+351
+26% +$49.6K 0.07% 64
2021
Q1 		$177K Buy
+1,335
New +$191K 0.06% 65

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

Hoey Investments's ZEN Position: Q4 2022 in Review

Hoey Investments sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 2,281 shares — an estimated $174K sold.

Hoey Investments first reported a position in ZEN in Q1 2021 and held it in 7 quarters. The position peaked at $243K in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Hoey Investments reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Hoey Investments sold 2,281 ZENDESK INC shares in Q4 2022, an estimated $174K.
  • Hoey Investments first reported a position in ZENDESK INC in Q1 2021 and held it in 7 quarters.
  • Hoey Investments's ZENDESK INC position peaked at $243K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

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