WCMNY
ZEN

Westchester Capital Management (New York)’s ZENDESK INC ZEN Stock Holding History

Westchester Capital Management (New York)’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
-738,256
Closed -$56.2M – 586
2022
Q3 		$56.2M Buy
738,256
+486,033
+193% +$36.9M 1.58% 16
2022
Q2 		$18.7M Buy
+252,223
New +$24.9M 0.52% 39

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

Westchester Capital Management (New York)'s ZEN Position: Q4 2022 in Review

Westchester Capital Management (New York) sold out of ZENDESK INC (ZEN) in Q4 2022, closing a stake of 738,256 shares — an estimated $56.2M sold.

Westchester Capital Management (New York) first reported a position in ZEN in Q2 2022 and held it in 2 quarters. The position peaked at $56.2M in Q3 2022. 3 funds tracked by Wall St. Rank hold ZEN as of Q4 2022.

  • Westchester Capital Management (New York) reported no remaining ZENDESK INC position as of Q4 2022 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 738,256 ZENDESK INC shares in Q4 2022, an estimated $56.2M.
  • Westchester Capital Management (New York) first reported a position in ZENDESK INC in Q2 2022 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s ZENDESK INC position peaked at $56.2M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held ZENDESK INC as of Q4 2022.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.