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ZEN

Rosenblum Silverman Sutton’s ZENDESK INC ZEN Stock Holding History

Rosenblum Silverman Sutton’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
-29,435
Closed -$2.24M – 75
2022
Q3 		$2.24M Sell
29,435
-20,400
-41% -$1.55M 0.81% 42
2022
Q2 		$3.69M Hold
49,835
– – 1.2% 33
2022
Q1 		$6M Sell
49,835
-1,135
-2% -$123K 1.53% 25
2021
Q4 		$5.32M Buy
50,970
+105
+0.2% +$11.3K 1.2% 32
2021
Q3 		$5.92M Buy
50,865
+240
+0.5% +$31K 1.35% 28
2021
Q2 		$7.31M Hold
50,625
– – 1.64% 24
2021
Q1 		$6.71M Buy
50,625
+480
+1% +$68.8K 1.72% 25
2020
Q4 		$7.18M Buy
50,145
+705
+1% +$87.4K 1.87% 22
2020
Q3 		$5.09M Sell
49,440
-195
-0.4% -$18.2K 1.43% 26
2020
Q2 		$4.39M Sell
49,635
-2,080
-4% -$160K 1.41% 26
2020
Q1 		$3.31M Sell
51,715
-2,495
-5% -$195K 1.32% 26
2019
Q4 		$4.15M Sell
54,210
-1,680
-3% -$123K 1.52% 28
2019
Q3 		$4.07M Buy
+55,890
New +$4.6M 1.57% 29

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 $20.6B AUM 34.61% 1-Year Est. Return

Rosenblum Silverman Sutton's ZEN Position: Q4 2022 in Review

Rosenblum Silverman Sutton sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 29,435 shares — an estimated $2.24M sold.

Rosenblum Silverman Sutton first reported a position in ZEN in Q3 2019 and held it in 13 quarters. The position peaked at $7.31M in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Rosenblum Silverman Sutton reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 29,435 ZENDESK INC shares in Q4 2022, an estimated $2.24M.
  • Rosenblum Silverman Sutton first reported a position in ZENDESK INC in Q3 2019 and held it in 13 quarters.
  • Rosenblum Silverman Sutton's ZENDESK INC position peaked at $7.31M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Rosenblum Silverman Sutton's 13F filing for Q4 2022, filed 15 Feb 2023.