Advisor Group’s Zumiez ZUMZ Stock Holding History

Advisor Group’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$10K	Buy	290 +39	+16%	+$1.23K	﹤0.01%	4377
2019 Q3	$7K	Buy	251 +151	+151%	+$3.98K	﹤0.01%	4522
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	4896
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	4983
2018 Q4	$2K	Sell	100 -474	-83%	-$10K	﹤0.01%	4859
2018 Q3	$15K	Buy	574 +474	+474%	+$12.4K	﹤0.01%	4056
2018 Q2	$3K	Sell	100 -173	-63%	-$4.31K	﹤0.01%	4577
2018 Q1	$6K	Buy	273 +173	+173%	+$3.7K	﹤0.01%	4350
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	4722
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	4584
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	4693
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	4425
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	4257
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	4203
2016 Q2	$1K	Buy	+100	New	+$1.59K	﹤0.01%	4283

Other funds holding ZUMZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Advisor Group's ZUMZ Position: Q4 2019 in Review

Advisor Group increased its Zumiez (ZUMZ) stake by 16% in Q4 2019, buying an estimated $1.23K and bringing the position to 290 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4377.

Advisor Group first reported a position in ZUMZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $15K in Q3 2018. 185 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2019.

Advisor Group held 290 shares of Zumiez worth $10K as of Q4 2019.
Advisor Group bought 39 Zumiez shares in Q4 2019, an estimated $1.23K.
Zumiez made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4377 holding.
Advisor Group first reported a position in Zumiez in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Zumiez position peaked at $15K in Q3 2018.
185 funds tracked by Wall St. Rank held Zumiez as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.