Mackenzie Financial
ZEN

Mackenzie Financial’s ZENDESK INC ZEN Stock Holding History

Mackenzie Financial’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
-5,740
Closed -$437K – 1619
2022
Q3 		$437K Sell
5,740
-7,208
-56% -$547K ﹤0.01% 973
2022
Q2 		$959K Buy
12,948
+3,132
+32% +$309K ﹤0.01% 844
2022
Q1 		$1.18M Buy
9,816
+658
+7% +$71.5K ﹤0.01% 870
2021
Q4 		$955K Buy
9,158
+3,987
+77% +$427K ﹤0.01% 914
2021
Q3 		$602K Buy
5,171
+1,876
+57% +$242K ﹤0.01% 973
2021
Q2 		$476K Buy
3,295
+309
+10% +$43.6K ﹤0.01% 991
2021
Q1 		$396K Buy
2,986
+598
+25% +$85.7K ﹤0.01% 984
2020
Q4 		$342K Buy
2,388
+147
+7% +$18.2K ﹤0.01% 926
2020
Q3 		$231K Sell
2,241
-240
-10% -$22.4K ﹤0.01% 919
2020
Q2 		$220K Buy
+2,481
New +$191K ﹤0.01% 923
2019
Q1 		– Sell
-27,955
Closed -$1.63M – 1344
2018
Q4 		$1.63M Sell
27,955
-14,728
-35% -$848K ﹤0.01% 735
2018
Q3 		$3.03M Buy
+42,683
New +$2.72M 0.01% 581

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mackenzie Financial's ZEN Position: Q4 2022 in Review

Mackenzie Financial sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 5,740 shares — an estimated $437K sold.

Mackenzie Financial first reported a position in ZEN in Q3 2018 and held it in 12 quarters. The position peaked at $3.03M in Q3 2018. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Mackenzie Financial reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Mackenzie Financial sold 5,740 ZENDESK INC shares in Q4 2022, an estimated $437K.
  • Mackenzie Financial first reported a position in ZENDESK INC in Q3 2018 and held it in 12 quarters.
  • Mackenzie Financial's ZENDESK INC position peaked at $3.03M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

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