Stifel Financial
ZEN

Stifel Financial’s ZENDESK INC ZEN Stock Holding History

Stifel 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
-8,589
Closed -$654K – 3428
2022
Q3 		$654K Sell
8,589
-1,508
-15% -$114K ﹤0.01% 2270
2022
Q2 		$747K Sell
10,097
-17,295
-63% -$1.71M ﹤0.01% 2211
2022
Q1 		$3.29M Sell
27,392
-16,408
-37% -$1.78M ﹤0.01% 1290
2021
Q4 		$4.57M Sell
43,800
-904
-2% -$96.9K 0.01% 1122
2021
Q3 		$5.2M Sell
44,704
-5,988
-12% -$774K 0.01% 1002
2021
Q2 		$7.32M Buy
50,692
+2,330
+5% +$329K 0.01% 831
2021
Q1 		$6.41M Sell
48,362
-971
-2% -$139K 0.01% 839
2020
Q4 		$7.06M Buy
49,333
+5,743
+13% +$712K 0.01% 717
2020
Q3 		$4.49M Buy
43,590
+1,182
+3% +$111K 0.01% 824
2020
Q2 		$3.75M Buy
42,408
+4,577
+12% +$352K 0.01% 845
2020
Q1 		$2.41M Buy
37,831
+3,819
+11% +$298K 0.01% 961
2019
Q4 		$2.61M Buy
34,012
+10,047
+42% +$736K 0.01% 1172
2019
Q3 		$1.74M Buy
23,965
+11,676
+95% +$962K ﹤0.01% 1409
2019
Q2 		$1.1M Buy
12,289
+145
+1% +$12.5K ﹤0.01% 1743
2019
Q1 		$1.03M Buy
12,144
+412
+4% +$30.2K ﹤0.01% 1632
2018
Q4 		$687K Buy
+11,732
New +$676K ﹤0.01% 1772

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

Stifel Financial's ZEN Position: Q4 2022 in Review

Stifel Financial sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 8,589 shares — an estimated $654K sold.

Stifel Financial first reported a position in ZEN in Q4 2018 and held it in 16 quarters. The position peaked at $7.32M in Q2 2021. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Stifel Financial reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 8,589 ZENDESK INC shares in Q4 2022, an estimated $654K.
  • Stifel Financial first reported a position in ZENDESK INC in Q4 2018 and held it in 16 quarters.
  • Stifel Financial's ZENDESK INC position peaked at $7.32M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

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