UB
ZEN

UMB Bank’s ZENDESK INC ZEN Stock Holding History

UMB Bank’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
-14
Closed -$1K – 1876
2022
Q3 		$1K Sell
14
-66
-83% -$5.01K ﹤0.01% 1730
2022
Q2 		$6K Buy
80
+14
+21% +$1.38K ﹤0.01% 1559
2022
Q1 		$8K Hold
66
– – ﹤0.01% 1562
2021
Q4 		$7K Buy
+66
New +$7.08K ﹤0.01% 1566

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

UMB Bank's ZEN Position: Q4 2022 in Review

UMB Bank sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 14 shares — an estimated $1K sold.

UMB Bank first reported a position in ZEN in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • UMB Bank reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 14 ZENDESK INC shares in Q4 2022, an estimated $1K.
  • UMB Bank first reported a position in ZENDESK INC in Q4 2021 and held it in 4 quarters.
  • UMB Bank's ZENDESK INC position peaked at $8K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.