SSG
ZEN

Summit Securities Group’s ZENDESK INC ZEN Stock Holding History

Summit Securities 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
-3,900
Closed -$297K – 1483
2022
Q3 		$297K Sell
3,900
-31,000
-89% -$2.35M 0.02% 345
2022
Q2 		$2.58M Buy
34,900
+16,900
+94% +$1.67M 0.32% 55
2022
Q1 		$2.17M Buy
+18,000
New +$1.96M 0.24% 82

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 $18.1B AUM 24.69% 1-Year Est. Return

Summit Securities Group's ZEN Position: Q3 2022 in Review

Summit Securities Group sold out of ZENDESK INC (ZEN) in Q3 2022, closing a stake of 40,500 shares — an estimated $3.07M sold.

Summit Securities Group first reported a position in ZEN in Q3 2014 and held it in 3 quarters. The position peaked at $3M in Q2 2022. 400 funds tracked by Wall St. Rank hold ZEN as of Q3 2022.

  • Summit Securities Group reported no remaining ZENDESK INC position as of Q3 2022 after selling out during the quarter.
  • Summit Securities Group sold 40,500 ZENDESK INC shares in Q3 2022, an estimated $3.07M.
  • Summit Securities Group first reported a position in ZENDESK INC in Q3 2014 and held it in 3 quarters.
  • Summit Securities Group's ZENDESK INC position peaked at $3M in Q2 2022.
  • 400 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2022.

Based on Summit Securities Group's 13F filing for Q3 2022, filed 2 Nov 2022.