Sumitomo Mitsui Trust Group
ZEN

Sumitomo Mitsui Trust Group’s ZENDESK INC ZEN Stock Holding History

Sumitomo Mitsui Trust Group’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
-342,552
Closed -$26.1M – 1239
2022
Q3 		$26.1M Buy
342,552
+1,120
+0.3% +$85K 0.02% 662
2022
Q2 		$25.3M Buy
341,432
+18,906
+6% +$1.86M 0.02% 682
2022
Q1 		$38.8M Sell
322,526
-2,268
-0.7% -$246K 0.03% 605
2021
Q4 		$33.9M Sell
324,794
-10,038
-3% -$1.08M 0.02% 636
2021
Q3 		$39M Sell
334,832
-14,527
-4% -$1.88M 0.02% 605
2021
Q2 		$50.4M Sell
349,359
-17,111
-5% -$2.42M 0.03% 553
2021
Q1 		$48.6M Sell
366,470
-177,159
-33% -$25.4M 0.03% 553
2020
Q4 		$77.8M Buy
543,629
+443,430
+443% +$55M 0.05% 396
2020
Q3 		$10.3M Buy
+100,199
New +$9.37M 0.01% 757
2019
Q2 		– Sell
-9,517
Closed -$809K – 1039
2019
Q1 		$809K Sell
9,517
-4,314
-31% -$317K ﹤0.01% 859
2018
Q4 		$792K Buy
+13,831
New +$797K ﹤0.01% 819

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

Sumitomo Mitsui Trust Group's ZEN Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 342,552 shares — an estimated $26.1M sold.

Sumitomo Mitsui Trust Group first reported a position in ZEN in Q4 2018 and held it in 11 quarters. The position peaked at $77.8M in Q4 2020. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Sumitomo Mitsui Trust Group reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 342,552 ZENDESK INC shares in Q4 2022, an estimated $26.1M.
  • Sumitomo Mitsui Trust Group first reported a position in ZENDESK INC in Q4 2018 and held it in 11 quarters.
  • Sumitomo Mitsui Trust Group's ZENDESK INC position peaked at $77.8M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.