Advisory Research’s Zumiez ZUMZ Stock Holding History

Advisory Research’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
2021 Q2	–	Sell	-5,988	Closed	-$257K	–	393
2021 Q1	$257K	Sell	5,988 -51,033	-89%	-$2.27M	0.02%	313
2020 Q4	$2.1M	Buy	+57,021	New	+$1.92M	0.15%	118

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Advisory Research's ZUMZ Position: Q2 2021 in Review

Advisory Research sold out of Zumiez (ZUMZ) in Q2 2021, closing a stake of 5,988 shares — an estimated $257K sold.

Advisory Research first reported a position in ZUMZ in Q4 2020 and held it in 2 quarters. The position peaked at $2.1M in Q4 2020. 181 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2021.

Advisory Research reported no remaining Zumiez position as of Q2 2021 after selling out during the quarter.
Advisory Research sold 5,988 Zumiez shares in Q2 2021, an estimated $257K.
Advisory Research first reported a position in Zumiez in Q4 2020 and held it in 2 quarters.
Advisory Research's Zumiez position peaked at $2.1M in Q4 2020.
181 funds tracked by Wall St. Rank held Zumiez as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.