VPIM
ZEN

Vanguard Personalized Indexing Management’s ZENDESK INC ZEN Stock Holding History

Vanguard Personalized Indexing Management’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
-12,533
Closed -$954K – 1370
2022
Q3 		$954K Buy
12,533
+7,776
+163% +$590K 0.04% 501
2022
Q2 		$352K Sell
4,757
-9,675
-67% -$954K 0.02% 938
2022
Q1 		$1.74M Buy
14,432
+10,763
+293% +$1.17M 0.08% 230
2021
Q4 		$383K Buy
3,669
+1,470
+67% +$158K 0.02% 792
2021
Q3 		$256K Sell
2,199
-4,694
-68% -$606K 0.02% 844
2021
Q2 		$995K Buy
6,893
+4,296
+165% +$607K 0.1% 204
2021
Q1 		$344K Buy
2,597
+408
+19% +$58.5K 0.05% 452
2020
Q4 		$313K Buy
2,189
+149
+7% +$18.5K 0.07% 356
2020
Q3 		$210K Buy
+2,040
New +$191K 0.06% 386

Other funds holding ZEN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's ZEN Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 12,533 shares — an estimated $954K sold.

Vanguard Personalized Indexing Management first reported a position in ZEN in Q3 2020 and held it in 9 quarters. The position peaked at $1.74M in Q1 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Vanguard Personalized Indexing Management reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 12,533 ZENDESK INC shares in Q4 2022, an estimated $954K.
  • Vanguard Personalized Indexing Management first reported a position in ZENDESK INC in Q3 2020 and held it in 9 quarters.
  • Vanguard Personalized Indexing Management's ZENDESK INC position peaked at $1.74M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.