Jeff Yass’s DZS Inc. Common Stock DZSI Stock Holding History

Jeff Yass’s Portfolio DZSI Stock Details DZSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-32,800	Closed	-$68.9K	–	13783
2023 Q3	$68.9K	Sell	32,800 -1,200	-4%	-$3.45K	﹤0.01%	11143
2023 Q2	$135K	Buy	+34,000	New	+$199K	﹤0.01%	10676
2015 Q4	–	Sell	-5,840	Closed	-$41K	–	10231
2015 Q3	$41K	Sell	5,840 -1,020	-15%	-$9.05K	﹤0.01%	9407
2015 Q2	$77K	Buy	+6,860	New	+$71.9K	﹤0.01%	9764
2015 Q1	–	Sell	-2,320	Closed	-$21K	–	10176
2014 Q4	$21K	Sell	2,320 -2,200	-49%	-$23.7K	﹤0.01%	9479
2014 Q3	$61K	Buy	+4,520	New	+$72.7K	﹤0.01%	9184
2014 Q2	–	Sell	-2,000	Closed	-$42K	–	10252
2014 Q1	$42K	Buy	+2,000	New	+$45.2K	﹤0.01%	8728

Other funds holding DZSI

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jeff Yass's DZSI Position: Q3 2024 in Review

Jeff Yass sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 150,243 shares — an estimated $176K sold.

Jeff Yass first reported a position in DZSI in Q2 2014 and held it in 15 quarters. The position peaked at $749K in Q2 2021. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

Jeff Yass reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Jeff Yass sold 150,243 DZS Inc. Common Stock shares in Q3 2024, an estimated $176K.
Jeff Yass first reported a position in DZS Inc. Common Stock in Q2 2014 and held it in 15 quarters.
Jeff Yass's DZS Inc. Common Stock position peaked at $749K in Q2 2021.
4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.