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	-297,500	Closed	-$22M	–	11585
2022 Q2	$22M	Buy	+297,500	New	+$29.3M	0.01%	1244
2022 Q1	–	Sell	-50,000	Closed	-$5.21M	–	11399
2021 Q4	$5.21M	Buy	+50,000	New	+$5.36M	﹤0.01%	2765

Other funds holding ZEN

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.