UBS Group
ZEN

UBS Group’s ZENDESK INC ZEN Stock Holding History

UBS 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
Q3 		– Sell
-10,300
Closed -$763K – 11584
2022
Q2 		$763K Sell
10,300
-13,700
-57% -$1.35M ﹤0.01% 3945
2022
Q1 		$2.89M Sell
24,000
-148,200
-86% -$16.1M ﹤0.01% 3087
2021
Q4 		$18M Buy
+172,200
New +$18.5M 0.01% 1661
2019
Q2 		– Sell
-16,400
Closed -$1.39M – 8288
2019
Q1 		$1.39M Buy
+16,400
New +$1.2M ﹤0.01% 3309
2018
Q4 		– Sell
-16,400
Closed -$1.16M – 8427
2018
Q3 		$1.16M Buy
+16,400
New +$1.05M ﹤0.01% 3696
2018
Q1 		– Sell
-14,000
Closed -$474K – 8290
2017
Q4 		$474K Buy
+14,000
New +$458K ﹤0.01% 4333
2017
Q2 		– Sell
-16,000
Closed -$449K – 8102
2017
Q1 		$449K Buy
+16,000
New +$414K ﹤0.01% 4110
2016
Q4 		– Sell
-16,000
Closed -$491K – 8142
2016
Q3 		$491K Buy
+16,000
New +$475K ﹤0.01% 3935
2015
Q2 		– Sell
-18,500
Closed -$420K – 8955
2015
Q1 		$420K Hold
18,500
– – ﹤0.01% 4282
2014
Q4 		$451K Buy
+18,500
New +$435K ﹤0.01% 4295

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

UBS Group's ZEN Position: Q4 2022 in Review

UBS Group sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 789,322 shares — an estimated $60.1M sold.

UBS Group first reported a position in ZEN in Q4 2014 and held it in 32 quarters. The position peaked at $102M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • UBS Group reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 789,322 ZENDESK INC shares in Q4 2022, an estimated $60.1M.
  • UBS Group first reported a position in ZENDESK INC in Q4 2014 and held it in 32 quarters.
  • UBS Group's ZENDESK INC position peaked at $102M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.