JO
DZSI

John Overdeck’s DZS Inc. Common Stock DZSI Stock Holding History

John Overdeck’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
2024
Q3 		– Sell
-28,169
Closed -$33K – 3431
2024
Q2 		$33K Sell
28,169
-10,128
-26% -$13.8K ﹤0.01% 2910
2024
Q1 		$50.6K Sell
38,297
-49,409
-56% -$74.7K ﹤0.01% 2885
2023
Q4 		$173K Sell
87,706
-19,834
-18% -$31.1K ﹤0.01% 2870
2023
Q3 		$226K Buy
107,540
+54,284
+102% +$156K ﹤0.01% 2599
2023
Q2 		$211K Buy
+53,256
New +$312K ﹤0.01% 2630
2022
Q1 		– Sell
-42,968
Closed -$697K – 4810
2021
Q4 		$697K Sell
42,968
-34,461
-45% -$457K ﹤0.01% 2910
2021
Q3 		$949K Sell
77,429
-39,160
-34% -$616K ﹤0.01% 2662
2021
Q2 		$2.42M Buy
116,589
+2,394
+2% +$41.5K 0.01% 1718
2021
Q1 		$1.78M Buy
114,195
+86,025
+305% +$1.43M ﹤0.01% 1803
2020
Q4 		$436K Buy
28,170
+11,254
+67% +$141K ﹤0.01% 2611
2020
Q3 		$159K Buy
+16,916
New +$170K ﹤0.01% 2877
2020
Q2 		– Sell
-19,464
Closed -$82K – 3753
2020
Q1 		$82K Buy
+19,464
New +$149K ﹤0.01% 2878
2019
Q4 		– Sell
-12,867
Closed -$118K – 4135
2019
Q3 		$118K Buy
+12,867
New +$141K ﹤0.01% 3286

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

John Overdeck's DZSI Position: Q3 2024 in Review

John Overdeck sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 28,169 shares — an estimated $33K sold.

John Overdeck first reported a position in DZSI in Q3 2019 and held it in 13 quarters. The position peaked at $2.42M in Q2 2021. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • John Overdeck reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • John Overdeck sold 28,169 DZS Inc. Common Stock shares in Q3 2024, an estimated $33K.
  • John Overdeck first reported a position in DZS Inc. Common Stock in Q3 2019 and held it in 13 quarters.
  • John Overdeck's DZS Inc. Common Stock position peaked at $2.42M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Two Sigma Investments's 13F filing for Q3 2024, filed 14 Nov 2024.