SIP
ZEN

Stoneridge Investment Partners’s ZENDESK INC ZEN Stock Holding History

Stoneridge Investment Partners’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
2017
Q1 		– Sell
-14,908
Closed -$316K – 361
2016
Q4 		$316K Buy
+14,908
New +$361K 0.04% 249

Other funds holding ZEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stoneridge Investment Partners's ZEN Position: Q1 2017 in Review

Stoneridge Investment Partners sold out of ZENDESK INC (ZEN) in Q1 2017, closing a stake of 14,908 shares — an estimated $316K sold.

Stoneridge Investment Partners first reported a position in ZEN in Q4 2016 and held it in 1 quarter. The position peaked at $316K in Q4 2016. 163 funds tracked by Wall St. Rank hold ZEN as of Q1 2017.

  • Stoneridge Investment Partners reported no remaining ZENDESK INC position as of Q1 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 14,908 ZENDESK INC shares in Q1 2017, an estimated $316K.
  • Stoneridge Investment Partners first reported a position in ZENDESK INC in Q4 2016 and held it in 1 quarter.
  • Stoneridge Investment Partners's ZENDESK INC position peaked at $316K in Q4 2016.
  • 163 funds tracked by Wall St. Rank held ZENDESK INC as of Q1 2017.

Based on Stoneridge Investment Partners's 13F filing for Q1 2017, filed 1 May 2017.